Our wealth management process involves taking a comprehensive approach to identifying, analyzing and implementing strategies to help grow, protect, utilize and transfer our clients’ wealth in a tax-considerate manner.

We deploy various financial services and strategies tailored to meet our clients’ requirements. We focus on our clients’ needs, goals, risk and timeline to formulate personalized solutions.

We strive to earn our clients’ trust and confidence every day and treat every client as if they were our only client.

To impactfully implement this practice we have developed the below process, aimed at providing our clients with intentional outcomes.

1. Engage – Initial meeting to determine if a fit exists

2. Commit – Confirm fit and initiate new client process. If not a fit, provide alternatives

3. Discovery – Complete the discovery process and take deep dive into current financial situation

4. Analyze – Consider all the provided information and how it fits together. Follow-up where needed

5. Design – Formulate a personalized plan to meet the client’s needs. No “cookie-cutter” solutions ever!

6. Test – Shock-test plan and make sure it meets client’s needs in myriad market conditions

7. Present – Submit recommendation of both asset management and income plans

8. Implement – Put approved plan into motion and provide access to trusted network

9. Review – Implement regular meeting cadence to review and adjust plan as required

10. Revisit – Maintain flexibility and align current actions with client needs, goals, risk and timeline