Last month, four members of our EmVision Capital Advisors team traveled to Columbus to attend the AssetMark High Net Worth Symposium at Le Meridien. In attendance were our CEO and Founder, Michael Embrescia, COO Johnathon Opet, Wealth Advisor AJ Kimes, and Wealth Advisor and Retirement Plan Consultant RJ Swindaman, III, CFP®, CPFA®.
The event brought together some of the brightest minds in wealth management for two days of advanced planning discussions, strategy sessions, and insights into how advisors can better serve clients with complex financial needs.
As a proud partner of AssetMark, we’re always looking for ways to expand our expertise and leverage the best tools and resources for our clients. This year’s symposium reaffirmed AssetMark’s dedication to putting clients first, strengthening due diligence, and empowering advisors to deliver holistic financial guidance, not just investment management.
Below are five key takeaways from our time at the event, and how they’ll help us continue enhancing the client experience at EmVision.
AssetMark is expanding its Advanced Planning Department, helping advisors and clients connect personal goals with investment strategies. This goes beyond performance. It’s about understanding the why behind your portfolio. By working hand-in-hand with AssetMark’s advanced planners, we can help clients visualize the purpose behind their investments and help them make sure their decisions align with their values and long-term objectives.
One message that resonated throughout the symposium: bad things happen to good people at bad times. Whether it’s a home repair, a new car, or an unexpected life event, clients deserve flexibility and access to liquidity without derailing their long-term investment plans.
Through AssetMark’s expanded banking and credit solutions—like securities-backed lines of credit (SBLOCs) and private banking services—we’re able to help clients stay invested while maintaining the freedom to act when opportunities or challenges arise. Think of it as having a personal CFO and private banker working in sync to make your money work smarter.
For business owners, retirement often marks a new kind of milestone—the moment when years of effort, risk, and dedication are transformed into lasting financial independence.
Through our partnership with AssetMark and their collaboration with BizEquity, a leader in private business valuation, we can help clients understand what their business is truly worth today and how to position it for a smooth, tax-efficient transition tomorrow.
Whether you’re planning your succession, considering a sale, or want a clearer picture of your company’s value, we’ll work with you to design an exit strategy that protects what you’ve built and helps you get the most from your life’s work.
One of the most discussed topics was the coming $104 trillion wealth transfer expected by 2040, as assets move from Baby Boomers to Gen X and Millennials. Each generation views wealth, risk, and legacy differently. The symposium reinforced how crucial it is for advisors to adapt and meet each client where they are to align strategies with their unique goals, family dynamics, and values.
Women are expected to play a leading role in this wealth transition, and our team is committed to providing guidance that empowers them with clarity, confidence, and control over their financial future.
A key concept discussed was the Spiral Theory, which is the idea that how money is structured on a balance sheet can matter more than how much money there is. For high-net-worth investors, liquidity, leverage, and smart borrowing strategies can significantly influence long-term success.
As advisors, our goal is simple: to help clients achieve the highest level of success with the least amount of risk. Knowing when to take risks and when to preserve capital is a cornerstone of that philosophy.
Conferences like the AssetMark High Net Worth Symposium give our team the chance to learn from top thought leaders and bring back new ideas that directly benefit our clients. From advanced planning tools to liquidity management and business succession strategies, these insights allow us to deliver an even more complete wealth management experience.
We’re grateful to AssetMark for the invitation and for their continued partnership in helping us serve clients with excellence, innovation, and care.
At EmVision Capital Advisors, our goal remains consistent: to help every client grow, access, and protect their wealth with confidence through every season of life. If you have questions about the symposium or your portfolio, please don’t hesitate to reach out.
James Artale is a financial advisor located at EmVision Capital Advisors, 251 W. Garfield Rd. Suite 155 Aurora, OH 44202. He offers securities and advisory services as an Investment Adviser Representative of Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. He can be reached at (330) 954-3770 or at info@emvisioncapital.com.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Additional advisory services offered through EmVision Capital Advisors, LLC are separate and unrelated to Commonwealth. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. Registration as an Investment Adviser does not imply any level of skill or training.