{ OUR APPROACH }

Total Wealth Management Approach

We provide the guidance you need and the collaboration you want. We ask the important questions like where are you today, and where do you want to be tomorrow. We want you to tell us your hopes and your vision for the future, so we can help you get there.

Through our comprehensive planning and investment consulting process, we will work in partnership with any other key advisors, such as your accountant or attorney, with one objective - helping you achieve your informed and empowered financial future.

Unlike other firms who focus predominantly on investment consulting, our advisors provide total wealth management, addressing some of the most common concerns of successful individuals and families (for example):

  • How to grow, keep or preserve your wealth
  • How to mitigate taxes
  • How to protect your assets through insurance and estate planning
  • How to effectively transfer your assets
  • How to plan for meaningful charitable giving
  • How to navigate a transition / major life event

Review our simple, five step approach here. Click the links below.

  • In-depth Discovery Meeting to learn about your financial situation,
    your vision and your goals
  • Identify where you need any extra help to make your objectives a reality
  • Determine where we can add value or make needed adjustments to your plan
  • Create your Total Client Profile, which will serve as the foundation for our recommendation for moving forward.
  • Agree to the scope of services that are just right for you with our Investment Advisory Consulting Services Agreement.

A few weeks later, we’ll present a detailed investment plan and wealth management matrix tailored to your unique situation. This plan provides a pathway for your growth from your current financial situation to your ultimate goals keeping your present-day financial health, future objectives and risk tolerance in mind.

  • After you’ve had time to thoroughly review our recommendations, we’ll meet again so you can confirm your commitment to the plan and answer your questions and address any concerns
  • Complete the paperwork and necessary agreements to set your plan in motion
  • We’ll reconvene to take inventory of where you are and review the progress you’re making toward your goals
  • Ensure you are comfortable reviewing your statements and set-up access to
    your online investment portal where you can:
  • View statements, trade confirmation and tax-reporting documents
  • View your portfolio, which is updated throughout the day
  • View cost-basis information, recent transactions and upcoming activity
  • View relevant news about your investments
  • Create your own personal “vault” to store important documents
  • …and more

Regular financial checkups to

  • Monitor your progress
  • Address any changes in your life and any new objectives you may have
  • Make any adjustments to your plan

Special Note: At the first progress meeting, we’ll begin implementing your wealth management plan, which builds on the investment consulting services already in place, as well as:

  • Advanced planning services for taxes, wealth protection and wealth transfer and charitable giving
  • Relationship management-our team working closely with you and our network of carefully selected experts who help provide these services