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Make the most of every opportunity.

 

Wealth Management for High Earning Professionals


Discover Your Options

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Eliminate

the confusion

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Modernize

your investing

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Grow

your opportunities
Make sure you are not

Missing Out


Calyx wants to help you take advantage of every opportunity. You have worked hard to get where you are and you need a team by your side that understands.

Are you utilizing your high-income status?
  • Investment strategy not utilizing your high-earning status

  • Being sold “cookie cutter” options

  • Waiting until it’s too late to realize your goals

  • Too many advisors with conflicting information

  • Not having a financial plan that works with your personal and professional goals

  • Working with advisors who don’t understand you

Get the coaching and investment strategy you need to make the most of every opportunity.

Contact Us

Utilize your high-income status | Calyx Wealth

How can Calyx help?

Does your business need some guidance? Financials need a fresh pair of eyes?
Do you have your estate plan in order?

Investing

Wealth advice and management built specifically for high-earning individuals.

Investing Services

Coaching

Strategies for your career and business from tested professionals.

Coaching services

Executive Benefits

Benefits that help you attract and retain high-earning professionals.

Benefits Services

Don't let this opportunity go to waste.


Contact Us

Working with Calyx Wealth

01

Understanding You


Sit down with a Calyx Coach to outline your goals and discover how to best utilize your high-earning potential.

02

Creating Your Plan


Our Calyx Financial advisor will build a comprehensive plan, including specific investment strategies built specifically for high-earning individuals.

03

Keeping You On Track


Our coaches and advisors are with you every step of the way, advising and adjusting the plan as needed.

Start today with a quick assessment of your high-earning opportunities.
Reach your goals in 15 years

Using the Kai-Zen® Strategy

Kai-Zen investing with Calyx Wealth Management allows you to utilize both Insurance and Investing for enhanced growth potential.

  • Contribute for only 5 years.

  • Protect and grow your wealth faster.

  • Increase retirement income 60% to 100%, compared to traditional options.

  • Potential for more accumulation

  • Reach your goals in 15 years, not 30.

Enhance your growth potential.
Discover how Calyx can help.

Contact Us
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Business need some guidance?

Financials need a fresh pair of eyes?

Do you have your estate plan in order?

Get the coaching you need to reduce the noise and clear a path forward.
 

Let's Start

Now offering

Calyx Coaching Sessions

At Calyx, we believe Financial, Business and Career success go hand-in-hand, which is why we focus on the entire picture to achieve your ultimate goals.

 

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COACHING AND CONSULTING THE BEST

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Make the most of your moment.

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These moments in your life are too important to move forward without a clear plan.

Let Calyx Wealth help you put together the strategies needed to achieve your goals.

Set up a conversation with a Calyx coach today.