The greatest risk to wealth is not the market.
It is behavior.
I am Alcione Louzada, CFP®. I help a limited number of families care for what they have built — so that wealth carries across generations with clarity, order, and peace of mind.
Talk to AlcioneGreat fortunes are rarely lost in the market.
They are lost gradually — in the absence of a view of the whole, in the heir who was never prepared, in the decision made in haste, in the conversation the family never had the courage to have. Wealth ends up scattered across different institutions, and no one sees the full picture.
What protects a fortune is not predicting the market: it is guiding well the decisions of those who care for it.
Before the numbers, I listen to the story.
I grew up knowing the weight of money through its absence. I learned early that it was never about the numbers — it is about what it protects. That conviction is where all my work begins, today at the table with families who have built substantial wealth.
Learn my storyA single view of your entire wealth.
Wealth Direction
Financial and wealth planning built on the pillars of the CFP®, with method and clarity.
Succession
Preparing the next generation and protecting the legacy — before it becomes conflict.
Investments
Strategy, management, and the consolidation of everything, across every institution, into a single picture.
Rather than looking at one account at a time, I see your entire wealth in a single, global picture. Independent, unaffiliated, answering only to your family — something a financial institution, by definition, cannot do.
Learn about the work"As a principle, I work with a limited number of families. That is what allows me to be truly present."
I work with few families at a time — those who have already built substantial wealth and want, above all, for it to last. What begins here is a long-term relationship, not a one-time service.
See if it's for youBefore the spreadsheet comes the mirror.
Before the advisory work, there is a method — born from the conviction that the relationship with money begins with behavior, not technique. CRER² is the way to bring order to financial life, from book to app, and the foundation on which the next generation learns to care for what it will inherit.
Discover the methodEvery fortune carries a story
Every relationship begins with a conversation.
If it makes sense for us to talk, the starting point is a reading of your wealth — thorough and independent, with no obligation to move forward.
Talk to Alcione