Break Away From Vanilla Solutions

You've Worked Hard to Earn Success

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You run a successful business, department, or household…where the stakes are higher than they are for most.

If others only knew…

The Traditional Playbook Doesn't Fit

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Traditional approaches build buy-and-hold portfolios meant for those with 9-5 jobs.

Is your portfolio built for a 9-5er or a high flyer?

You Deserve More From Your Advisor

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You deserve insightful advice, results-based investments, and “no excuse” service.

If you are fed up with mediocrity, we invite you to learn more about our firm.

Make Life Count

(For business owners and professionals with at least $500,000, and retirees with at least $1 million).

Wealth Management, Rebuilt

LotusGroup was founded by management consultants who spent countless hours listening to clients. We have constantly questioned whether industry best practices are truly best. (Hint: they usually aren’t for high achievers)

Learn how behaviors should be matched to investment decisions. See how private investments should be added to public strategies. Join a growing community that is flat-out winning.

SEE WHY IT MATTERS NOW

Behavioral Assessments

Ever wonder why there are so few winners in the markets?  The key factor isn’t risk tolerance, it’s selecting a strategy you will actually stick to.

Rather than promoting the idea du jour, we match investment strategies to client behaviors using proprietary assessments. Whether the match is to a comparison-based strategy, an absolute-based one, or an income-producing private approach…a good match means reduced stress and higher returns.

SEE OUR APPROACH
DISC
Risk
Strategy
Liquidity

Private Investments

Problem:  Your Advisor focuses on public markets with no real ability to find quality private investments.

Solution: LotusGroup professionally sources opportunities, and negotiates lower investment minimums so that clients can access deals alongside the uber rich.

Result: Our approach is conflict free, and delivers consistent income with higher long-term returns.

SEE PRIVATE DEALS

Handcrafted Service

Tired of companies that pay lip service to “putting the client first?” Often it’s just a marketing message with very little follow through.

At LotusGroup, we consistently deliver on the basics, while asking about and then communicating in a style that you prefer. Furthermore, our culture is laser-focused on empowering clients to make decisions and then to take care of the execution details.

MEET THE TEAM

See How Our Clients Are Thriving Today

OWNERS

PROFESSIONALS

RETIREES

DENTISTS
Make Life Count