Investment process

  • Understanding Your Needs - The focus of this meeting is for us to learn about each other. In this meeting, I will have you fill out a questionnaire to ascertain your concerns on specific financial issues, charitable giving, attitudes toward family wealth transfer, risk tolerance, income needs and other financial matters. I will also identify any unique needs or concerns that will help me provide advice and service.
  • Developing Your Asset Allocation - During our second meeting, I will develop an asset allocation and portfolio model for us to review. Strategies are customized to address your particular situation. The design reflects not only your risk tolerance, but also your tax and estate planning objectives.
  • Implementation - With the strategy agreed upon, I will build and begin to manage your portfolio, and your assets will be deployed in a disciplined manner.
  • Providing Timely Service - Periodic reviews allow me to provide appropriate advice and guidance to stay on track through market fluctuations, and the inevitable changes in your personal and financial life.

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.

advisor

Credit Solutions Consultant


advisor

Trust Consultant