What is wealth management?

We believe that wealth management is a process that is determined by your own unique goals, objectives, and risk tolerance. Before we can be of any help to you, we must gain an understanding of where you come from, where you are, and where you would like to be in the future.

Our disciplined approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine our sophisticated investment planning tools with our professional resources to help match your objectives with customized solutions.

Our Process
Our relationship begins with a meeting designed to help us understand your needs and your goals. We will introduce our team, our philosphy, and address any questions you may have about working with a financial advisor. The most important thing is that you feel comfortable and that you believe we are a good fit as advisor and client. 

Three Stages of Investing
We believe there are three core stages of investing and it is our job to help you successfully navigate each one. The key stages are:
  • Emerging Investors
    • Am I creating the right basis for financial security in the future?  
  • Accumulation
    • How do I maximize the decisions I’m making in order to set myself up for my most successful retirement?
  • Distribution
    • Will I have flexible, sustainable, and consistent income during the time that I need it the most?

Ongoing Relationship
As we move forward together, we will work with you to understand your communication preferences, personal interests and relationships with your other professional advisors. As a part of this process, we may ask that you share the name and contact information for any attorneys, CPAs, or other professionals you work with so we can make sure we are providing you with the best service possible. As your primary advisors, our number one priority is to be your advocate, connecting you to the right people and resources. We work with an incredible team of professionals who provide us with the best information and tools possible to help you meet all your financial goals.

  


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.

person

Aaron Gallardo

Trust Consultant


person

Bill Ringham

Director, Private Wealth Strategies


person

Bill Boehm

Wealth Management Consultant