The Process We Follow

Over the years we’ve worked with hundreds of clients and believe that the process outlined below is a good approach to pursue.

Understanding what’s important to you and your family - We start all of our relationships with wealth management planning, defining where you stand today and what your goals and concerns are for the future. We’ll explore areas like retirement, income needs, risk tolerance, estate and trusts reviews, among other topics. We’ll identify core issues which need to be addressed and make recommendations to provide you a good road map for success.

Helping you implement your plan – During this step, we will assist you in following up on the plan recommendations. This may include working with professionals, like your CPA or attorney, to create trusts, qualified plans or other services you may need.  We will invest and manage your assets in a diversified portfolio.

Providing ongoing stewardship– Markets, events, and your personal circumstances will inevitably change, so we will monitor your portfolio daily, and on occasion revisit your wealth management plan to make sure you’re on the right path.


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.

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Van Pate

Wealth Strategist


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Matt Kirby

Credit Solutions Consultant


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Tom Nagle

Trust Consultant


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David Brown

Wealth Planning Consultant