J. Chrisann Taras - My approach

My approach

I work closely with a team of other wealth management professionals to develop a customized wealth management plan for you and your family. My approach to working with clients is a structured process and is designed to cover all the financial bases. If we work together you can expect to cover the following steps:

Meet and discuss personal and professional background
Obtain financial asset details, develop financial asset and liability inventory
Discuss priorities/needs/timing
Run models to quantify/test reality/feasibility of objectives and goals
Develop asset allocation model for each objective, priority specific
Review and analyze current assets and liabilities, fit into allocation model, retain/reposition
Implement recommendations, financial asset repositioning, liability management
Account consolidation
Estate planning review, legal document checklist, titling of accounts, balancing
Disaster protection review, life insurance/impact of loss, disability, liability, life care
Establish service expectations, frequency of meetings
Interaction with other professional advisors (legal, tax) team meetings

Wealth management professionals

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Gerri Shea

Wealth Management Consultant

Gerri spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. She is part of a multi-disciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, She works diligently to address clients’ unique situations.

Brian Tavano

Wealth Management Consultant

Brian spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. He is part of a multi-disciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, Brian works diligently to address clients’ unique situations.