{ OUR APPROACH }
Comprehensive Wealth Management
At Webb Investment Services, 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 learn about your hopes and your vision for your financial future, so we can help you get there.
Through our comprehensive financial planning and investment consulting process, we work in partnership with your other key advisors, such as your accountant or attorney, with one objective - helping you achieve an informed and empowered financial future.
Other financial planning or wealth management firms may focus predominantly on investment consulting, our financial 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 invest with your values
- How to navigate a transition/major life event such as divorce, death, or inheritance
- How to plan financially for a long and fulfilling life
Click the links below to review our simple, five-step approach.













• 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


• 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

• you're making towards your goals
• Ensure you are comfortable reviewing your statements and set-up access
• to your online investment portfal 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

• 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