Bonsai, LLC was the brainchild of financial services industry executive, Robert DeChellis, who has over 30 years of leadership experience in top-tier asset and risk management companies. Bonsai was created with the vision of recasting the future of financial advice. The foundation of this vision is based on managing the entirety of a client’s balance sheet with the same level of dedication and diligence it takes to bonsai a tree.
The Bonsai Philosophy addresses the complexity of the uncertainty surrounding a person’s complete financial life. By leveraging an innovative approach to holistically manage a client's balance sheet by democratizing an asset/liability model, Bonsai provides solutions generally only afforded to institutions and ultra-high net worth individuals.
Bonsai creates value through its four business units: MyBonsai, Bonsai Advisors, Bonsai Consulting and Bonsai Exchange. These units provide financial professionals, financial services firms and fraternal organizations with the solutions, tools and consulting needed to deliver clients the holistic advice they demand.
Convergency Partners are equity owners in Bonsai and lend their expertise in both operational and strategic areas of the business, acting as key advisors in determining partnerships, areas of investment and focus for the future. As senior operators with deep expertise in asset management, wealth management and technology, Convergency Partners was established to help accelerate the change as the boundaries between these disciplines continue to reshape. They are perfect partners in Bonsai’s innovative approach to wealth planning.
Bonsai understands the importance of partnership and has selected industry leading firms to provide added value to our clients in a meaningful way to better serve their clients.
3rd-eyes analytics empowers financial professionals to deliver hyper-personalized wealth planning to significantly enhance value to clients using a scenario-based asset/liability management methodology. The solution also provides the ability to integrate sustainable investing at all stages of the advisory process.https://3rd-eyes.com
BizEquity is the world’s leading online valuation service that allows financial professionals and business owners to easily and cost-effectively value a business.https://www.bizequity.com
FIDx enables financial professionals to bring the value of guaranteed income and protection solutions to clients more efficiently than ever before.https://www.fid-x.com
Life Insurance Central is a life insurance agency, owned and operated by AGIA Affinity. Delivering choice to our clients since 1996, we have helped more than 850,000 individuals shop for life insurance and have placed over 18 billion in coverage.https://www.lifeinsurancecentral.com/
Bonsai has partnered with some of the leading insurance carriers to provide best in class solutions to our clients.
At MassMutual Ascend, we are committed to going above and beyond – so when it comes to clients' financial futures, the impossible feels possible. As a leading provider of annuities, we see our products as more than just contracts. Our annuities are transparent and easier to understand, so they are simple to explain and clients always know what to expect. We’ve received an “A” or higher rating by AM Best for more than 40 years, demonstrating our long history of financial strength and stability. We are a wholly owned subsidiary of MassMutual, one of the largest life insurance companies in the U.S., founded in 1851. And finally, everything we do is rooted in a culture of service. From our people to our technology, we strive to always provide clients with what they need, when they need it.https://www.massmutualascend.com
Jackson® is the marketing name for Jackson Financial Inc., Jackson National Life Insurance Company® (Home Office: Lansing, Michigan), and Jackson National Life Insurance Company of New York® (Home Office: Purchase, New York). Jackson National Life Distributors LLC.https://www.jackson.com