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Client Stories

Serving the needs of a range of clients

Odyssey Group Wealth Advisors serves high-net-worth individuals and families who seek an intentional and strategic approach to their wealth. If you can relate to one or more of these situations, or even if yours sounds a bit different, we are happy to discuss your needs and provide sound recommendations.

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Build to Something Bigger

When you’re on your way to achieving your financial goals, you may want to start thinking bigger. Is it time to consider ways to use your wealth to pursue new possibilities for you and your family?


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Improve the Lives of Others

Your philanthropy has an incredible impact on the causes that matter to you. Bringing your family into the conversation allows you to be a steward for shared family values while making a difference in the world around you.

 

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Foster Happiness and Purpose

Wealth is a means, not an end. Happiness comes from using your resources for whatever is most important to you. 

 

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Benefit Multiple Generations

Skilled intergenerational wealth planning can help ensure your wealth has a positive impact on your family and empowers future generations to manage and grow it responsibly.

 

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Build to something bigger

The Situation

Indira is a high achiever who quickly climbed the corporate ladder and recognizes the value of delegating financial strategy to a trusted professional. Her husband, John, less interested in finances, defers to her on these matters. Initially, their financial goals were straightforward: fund their kids' education and save for retirement.


Our Approach

We began by creating projections that showed they were well on their way to achieve these goals and helped optimize their savings for tax efficiency, leveraging employer matches and tax benefits. We aligned each account with its role in their financial plan, helped to ensure suitable investments, and reviewed their estate plan to establish the appropriate beneficiaries and structures.  


While this work was very important to their financial success, we did not stop there. We showed them that their wealth was likely to grow beyond what they would need to fund education and retirement. We encouraged them to think about what this excess wealth would mean for them and their family and inspired them to consider new possibilities. Together, we explored long-term aspirations, like owning a beach house, and when the numbers proved it feasible, they took the plunge. Their choice has given them countless opportunities to spend time with their friends and family in a place they love. 


What began as investment guidance became a comprehensive financial partnership, supporting Indira and John in many areas of their lives and building a foundation for new dreams. 


Improve the lives of others

The Situation

When we first sat down with the Millers, it was clear this wasn’t just about numbers or maximizing returns. They had a deep passion for making a meaningful impact on the world, and that vision extended across multiple generations of their family. They wanted to create a philanthropic plan that not only addressed their charitable goals but also involved their children and grandchildren in the process, ensuring that giving back became a family legacy. 


Our Approach

We started by mapping out their philanthropic priorities, guiding them through a process to build an intentional philanthropic plan and focus on causes that resonated deeply with them. They were keen to support education, environmental sustainability, and healthcare access. From there, we worked on building a strategy that was not just generous but highly effective. We discussed donor-advised funds, charitable trusts, and direct donations, weighing the benefits of each in terms of both impact and tax efficiency. Our goal was to make sure that every dollar donated had the greatest possible effect, not only on the causes they cared about but also on reducing their tax liability. 


We put structures in place to involve their kids and grandkids in the conversations, discussing how this philanthropic mission could be a family-wide endeavor. We hosted a series of family meetings, guiding discussions around the values they wanted to carry forward and how each generation could contribute. We set up governance structures, with roles and responsibilities for family members, to ensure that this was a lasting effort – one that would endure beyond the lifetimes of the current generation.


By the end of the process, we had created a comprehensive, tax-efficient plan that reflected the family’s passion for helping others while laying the foundation for future generations to carry that mission forward. It’s been incredibly rewarding to see their vision come to life, knowing that their impact will be felt for years to come. 


Foster happiness 
and purpose

The Situation

We often meet clients who are laser-focused on building wealth, believing that accumulating more money will bring them security, happiness, and fulfillment. Claire, a successful software engineer in her late 40s, was no different when she first came to us. She had already saved far more than she needed to retire comfortably, but instead of feeling confident or satisfied, she was burdened by an overwhelming need to keep growing her assets. 


Our Approach

During our initial meeting, Claire expressed her fear of not having enough, though she couldn’t quite define what “enough” looked like. She was caught in a cycle we’ve seen before – equating financial security with emotional security. When we asked her what truly brought her joy, she hesitated, then mentioned her love of travel and photography. Yet she hadn’t made time for either in years, always focused on saving money for some distant future. 


We knew that our job was to help shift Claire’s perspective. We showed her in black and white that her financial security was already in place. She had done an outstanding job of accumulating wealth and didn’t need to keep chasing more for its own sake. What was missing wasn’t another layer of savings—it was the deliberate use of her resources to create a life that felt rich in experiences and fulfillment. 


We reframed her financial plan, focusing on her freedom to travel, the opportunity to reconnect with photography, and the joy of spending her time on things that filled her with purpose. We designed a financial plan with these passions as the centerpiece, encouraging her to use her wealth as a tool to foster the experiences and passions that made her life rich in purpose. 


Soon after, Claire sent us photos from her dream trip to Japan, capturing the world as she’d always longed to do. She’s allowing herself to live with purpose, free from the constant pressure to chase more. 


Benefit multiple generations

The Situation

When Deb and Tom first came to us, it was clear that their vision extended far beyond just securing their own financial future. They wanted their wealth to be a force for good for multiple generations. It wasn’t just about having estate documents in order; they wanted to dive deeply into legacy planning and create something that would shape their family’s values, opportunities, and cohesion for decades. 


Our Approach

We began by looking at their estate plan and ensuring all the key elements (trusts, wills, and beneficiary designations) were in place. But the conversation went much further than that. Deb and Tom wanted to craft a legacy that included financial education for their children and grandchildren, so we designed a plan that not only distributed wealth but also empowered future generations to manage and grow it responsibly. We facilitated family meetings where we discussed the importance of shared financial values, giving them the tools to engage with wealth in a thoughtful and intentional way. 


Together, we structured a family governance plan, establishing a family council that would meet regularly to discuss the family’s financial decisions, goals, and philanthropic initiatives. We also set up a donor-advised fund for the family to use as both a philanthropic vehicle and a platform for the younger generations to get involved in managing family assets. By giving everyone a voice and a role, Deb and Tom helped to ensure their family would stay united around a common purpose, avoiding some of the pitfalls that can often divide wealthy families over time. 


By the end of our work, we had created a plan that wasn’t just about financial security but about fostering communication, stewardship, and shared values across generations. By investing time in legacy planning, Deb and Tom improved their family dynamics and showed the positive influence that wealth can have when handled responsibly.

Disclaimer: These client stories are being shown for illustrative purposes only. Actual performance and results will vary. These stories do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed, and a financial advisor should be consulted.