Wealth management approach

Wealth management approach

The Faulkner Wealth Management Group offers customized solutions for your financial needs.  We thoroughly analyze your current situation, risk tolerance and future needs. Your concerns about the impact of taxation on your portfolio are important to us so we strive to maximize after-tax investment results.

Our process includes:

• Understanding your Financial Objectives -  We begin by asking questions to understand you and your financial objectives, goals and preferences. 
• Gathering your Current Financial Information - Together, we gather specific information on your financial situation.
• Developing Smart, Time-Tested Stategies - Next, we analyze your financial and personal information.  Within each account we implement long term (or short term) investment stategies based on the specific strategic asset-allocation to best serve the objectives of each account. 
• Implementing Thoughtful and Creative Solutions - We develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
• Providing Timely, Ongoing Service - We regularly review your account to help ensure your financial objectives are being met. You will receive regular contact from us because financial and life changes do occur, and we want to make sure your objectives are being met.