Thanks to the Coronavirus Aid, Relief, and Economic Security (CARES) Act signed into law in March, donors may give up to 100% of their Adjusted Gross Income (AGI) this year. Below are some of the key provisions from the CARES Act that may impact your charitable...
Archetype Wealth Content Team

Recent Posts
Tax Break for Charitable Donations in CARES Act
On the Radio: an Interview with Jeff Thomas
🔊Listen In: Jeff Thomas shares his journey, why he founded Archetype Wealth Partners, and how Archetype serves high-capacity families uniquely: Helping families thrive across generations by connecting their money with their purpose.
Does Money Have a Hold on You?
Money is powerful. Many blindly allow it to rule over our lives. Although it is not the source of life, it has the potential to ruin our lives. The irony of money is that we believe: If we had more of the very thing that has power over us, then we will somehow take...
5 Things for Young Entrepreneurs to Look for in an Investment Strategy
Be wise with your money. We have always heard it but have we ever considered it? Does this mean to save it all for a rainy day? Invest it aggressively? Buy that new car? Hide your money underneath the mattress? Part of managing finances is knowing how to choose the...
How to engage your next gen around finances - Day 5
To the Young, Variable Income Earners...
I married a variable income earner and we moved to New York City. I could not be happier, but there have been some challenges, especially in the area of planning for our financial future. My wife owns her own business doing a variety of jobs from speaking across the...
10 Times More Likely to Stay Together Forever
I’m about to get married and I’m writing about divorce. One of the biggest reasons for divorce is money. This is true for couples across the board: blue collar, white collar, or no collar. It’s great to have money but it is awful if money has you.
Millennials Don't Trust Advisors and I Don't Blame Them.
I’m a millennial financial advisor who is skeptical of financial advisors. We grew up when Lehman Brothers was going down. Bear Stearns collapsed and took our trust with it. Our skepticism of the financial industry keeps us from utilizing the resources and wisdom...
What is the ideal giving model?
Returning to the Nest
Over 50% of young people who are graduating from college are moving back home. At one point in time this would have been considered somewhat embarrassing, but for some, it’s smart. Rent prices are at all-time highs, cost of living is only going up, and student debt...
5 Steps to More Meaningful Giving
We recognize that charitable giving is an important and significant investment for many of our clients. We strive to provide both wisdom and resources to help them better navigate the current, often overwhelming, nonprofit landscape. To that end, we humbly present...
Reflections from an Empty Nest
With college just around the corner, parents experience an influx of emotions as their kids gear up to leave the nest.
What's the Best Way to Start Saving after College?
Once you graduate from college and accept your first position, you may feel like you’re on top of the world. This exciting time in your life also causes you to face many new questions. Young adults frequently ask us about the best way to start saving for their...
Momma Knows Best
If your Mom was like mine, she repeated herself frequently. Whether it was barking orders at us or offering nuggets of wisdom, my Mom had some common “go-to” sayings. They were annoying at the time but continue to prove valuable to this day. In honor of Mother’s...
Inheriting Wealth: Not a Burden to Bear, but a Privilege to Steward
Inheriting wealth, big or small, is an uncomfortable topic. For some, it provides security privately but for others it changes them publicly. Some hide it out of shame and others boast about it.
Strategy Matters. Who Really Needs a Financial Advisor? You.
You get results with a personal trainer and you get peace of mind with a financial advisor. You set goals, customize a plan, work hard, and then enjoy the results. The only difference, of course, is that we do the work for you.
Reflections from an Empty Nest
With the holiday season just around the corner, we have turned our focus here at Archetype toward family. Our mission is to help families thrive over generations. However, the current reality is that many families are not thriving and younger generations are...
Your Money Impacts 4 Key Areas
YOUR WEALTH INVOLVES more than simply picking the right investments. Your money affects your family, your legacy, your strategy and your investments.
Archetype Client Portal
https://youtu.be/fklr8Ot-I0Q
We wanted to let you know about your new and improved Client Portal. This little "Client Login" feature at the top of each page on our website offers big benefits for your family.
Easy Access in One Place
Your Client Portal lets you...
Introducing Our Signature Service
Free Family Financial Blueprint
Healthy people go to the doctor for regular checkups, we visit the Dentist a couple times a year to get our teeth cleaned, and when we hear a funny noise coming from under the hood, we visit our master mechanic. That funny noise may...
Houston Archetype Wealth Partners Day One
Open for Business
Houston-based Archetype Wealth Partners is excited to announce Day One of our launch. We are a team of experienced professionals coming together to work with one heart and one mission: To help families across generations by connecting their money...
blueprint
blue·print
noun: blueprint; plural noun: blueprintssomething resembling a blueprint (as in serving as a model or providing guidance); especially : a detailed plan, or program of action, a blueprint for building something that will endure.
At Archetype Wealth...
Day One
ar·che·type
noun: archetypethe original pattern or model from which all things of the same kind are copied or on which they are based; a model or first form; prototype.
Our team has eagerly waited for the right time to announce the launch of our new firm ...