BOULDER, Col., March 10, 2022 /PRNewswire/ — A veteran of the financial services industry, Robert DeChellistoday announced the launch of Bonsai, LLC, a company created for finance professionals that tackles the complexity of uncertainty when it comes to a person’s complete financial life. The Bonsai philosophy responds to this uncertainty by leveraging an innovative approach to holistically manage a client’s balance sheet by democratizing an asset/liability model that is typically only granted to institutions and high net worth individuals.
Financial Services Industry Veterans Launch Bonsai, LLC
Bonsai, LLC offers three key offerings: Bonsai Exchange, Bonsai Advisors, and Bonsai Consulting. bonsai exchange provides financial professionals with carefully selected and curated risk management solutions, including annuities, long-term care, disability and life insurance. bonsai advisers is built on a world-class digital infrastructure, innovative practice management models and the exclusive Bonsai philosophy that enables advisors to deliver unprecedented value to clients. bonsai advice enables organizations in the financial services ecosystem to rethink, reorganize and differentiate in an ever-changing marketplace by leveraging technology, developing innovative solutions and building deeper relationships with their customers.
“Bonsai was created with the vision of reshaping the future of financial advice,” says Robert DeChellis, Founder and CEO of Bonsai. “The foundation of this vision is based on managing a client’s entire balance sheet with the same level of dedication and diligence that it takes to bonsai a tree,” continues DeChellis. “At Bonsai, we are obsessed with empowering our customers and partners to achieve their determined results.”
A series of roadshows is already planned from March 16and in Denver, Coloradofeaturing a retirement planning expert, Wade Pfau. Bonsai will soon release dates and a list of cities across the country where finance professionals can register for a roadshow near them.
“My partners and I recognize the definite need to manage a client’s financial life more holistically and strongly believe that Bonsai’s solutions fill this gap,” said Frank Porcelli., one of Bonsai’s founding partners and former head of US Wealth Advisory for Blackrock. “With the continued focus on finance professionals providing more comprehensive advice and solutions to their clients, the opportunity for this offering is significant. I am proud to serve as a founding partner alongside other veterans Of the industry Jeff Miller, Dave Schröhe, Eric Hoerdemann, Peter Cieszko and Tom Corra. We are all excited about the future,” continues Porcelli.
About Bonsai, LLC
Bonsai, LLC is the brainchild of a financial services industry executive, Robert DeChellis, who has over 30 years of leadership experience in leading asset and risk management firms. Bonsai was created with the vision of reshaping the future of financial advice. The foundation of this vision is based on managing a client’s entire balance sheet with the same level of dedication and diligence that it takes to bonsai a tree. Bonsai creates value through its three business units: Bonsai Exchange, Bonsai Advisors and Bonsai Consulting. These units provide finance professionals and financial services firms with the solutions, tools and guidance needed to provide clients with the holistic advice they demand.
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