How we work with clients
The manner in which we work with clients always begins with and focuses on you. We strive to understand what is important to you, and what you want to accomplish as you think and dream about the future, your family and your legacy.
We then work with you to develop a broad financial asset inventory, which enables us to assess the manner in which your assets are invested and diversified.
Using both the asset inventory as well as what we learn from you as to your goals and needs, we can assess what you have, where you stand and what needs to be accomplished to help you realize your personal, family and legacy goals. We also present alternatives for your consideration as well in this process.
The RBC WealthPlan analysis then provides us with guidance as to the portfolio makeup, or asset allocation, that can provide you with the highest probability of achieving your goals with as low a risk profile as will enable this to happen. This portfolio approach also encompasses periodic rebalancing as fits the need.
We analyze each current investment and make suggestions as to where changes are needed. We utilize both fee-based management as well as traditional transaction-based accounts for your investments, depending on your needs.
We commit to regular meetings and actively seek to incorporate all of your professional advisors (tax, legal, etc.) into a team that is working together for your benefit.
