Building generational wealth through
disciplined
stewardship and fiduciary care
Serving families, executives, and institutions who value independence, transparency, and long-term thinking in their wealth management partnership
Society 8807 operates as an independent, fee-only registered investment advisor. We are bound by fiduciary duty to act solely in your best interest—never accepting commissions, third-party payments, or proprietary product incentives. Our approach is rooted in evidence-based investing, comprehensive planning, and transparent communication designed for the long term.
Who We Serve
Tailored wealth management for those who value independence and long-term thinking
High-Net-Worth Families
Multi-generational planning with estate coordination, tax efficiency, and legacy structuring
Corporate Executives
Equity compensation strategy, retirement transition planning, and concentrated stock management
Business Owners
Exit planning, succession strategy, and personal wealth separation from business operations
Endowments & Foundations
Mission-aligned investment policy, spending strategy, and governance support for institutional clients
Our Services
Comprehensive wealth management built on fiduciary principles
Investment Management
Evidence-based portfolio construction with tax-aware rebalancing, risk management, and transparent fee structures aligned to your long-term objectives
Financial Planning
Holistic planning encompassing retirement, education funding, insurance analysis, and cash flow modeling to support life transitions
Estate & Legacy Planning
Coordinated estate design with legal and tax advisors to preserve wealth across generations and align with philanthropic intentions
Tax Strategy
Proactive tax planning including loss harvesting, Roth conversions, charitable giving strategies, and income timing optimization
Retirement Planning
Withdrawal strategy, Social Security optimization, healthcare planning, and sustainable spending frameworks for retirement confidence
Executive Compensation
Stock option exercise planning, restricted stock management, deferred compensation analysis, and equity diversification strategies
Our Process
A disciplined approach to building and preserving wealth
Discovery & Assessment
We begin with a comprehensive review of your financial situation, goals, and values. This includes asset inventory, risk tolerance assessment, and understanding your broader life objectives and family dynamics.
Strategy Development
Based on discovery findings, we design a customized wealth management strategy including investment policy, tax optimization, estate considerations, and risk management recommendations.
Implementation
We execute the agreed-upon strategy with precision—establishing accounts, transitioning assets, coordinating with external advisors, and ensuring all elements are properly integrated.
Ongoing Management
Continuous portfolio monitoring, rebalancing, tax-loss harvesting, and proactive adjustments based on market conditions and your evolving circumstances.
Review & Refinement
Quarterly performance reviews and annual comprehensive planning meetings ensure your strategy remains aligned with your goals as life circumstances and markets evolve.
Meet Your Advisor
Terance Takyi
Founder & Managing Director
Terance Takyi is a Senior Independent Wealth Manager at Wealth Navigators, where he advises high-net-worth families, individuals, and foundations on comprehensive, long-term wealth strategies. He brings nearly two decades of experience delivering tailored financial solutions with a focus on trust and estate planning, philanthropic giving, tax-efficient lending, and holistic asset management. Prior to Wealth Navigators, Terance served as a Managing Director and Private Wealth Advisor at UBS Financial Services Inc., and before that as a Managing Director with First Republic Investment Management, where he specialized in advising ultra-high-net-worth clients. Earlier in his career, Terance held senior roles at JPMorgan as a Vice President managing personal assets for private clients, and at Goldman Sachs as a Private Client Advisor. Terance’s leadership and professional impact have earned notable recognition, including being named a Black Enterprise 40 Under 40 honoree in 2023. Beyond his professional work, he is deeply committed to community service and global equity. He actively serves as a Board Member for Amref Health Africa, supporting initiatives to expand healthcare access across Africa, and is the co-lead of the MKA Primary School Mosaic Affinity Group, where he helps foster diversity and inclusion within the school community. Terance holds a Bachelor’s degree in Economics from the University of North Carolina at Greensboro and an MBA from the UNC Kenan-Flagler Business School. He is also a graduate of the Executive IQ Program through the Money Management Institute.