Process with purpose

We believe building wealth requires commitment, intentional action, and a dedicated passion to help people succeed. Our team has developed a process to help families build generational legacies.

PSO family wealth process


Life goals
Legacy intent
Risk management

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Investment portfolios
Estate planning services
Insurance solutions

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Engage, analyze and recommend
Measure progress to your goals
Stress test every plan

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A disciplined approach

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

  • Understanding your financial objectives—We begin by listening to understand you and your financial objectives.
  • Gathering your current financial information—Together, we gather specific information on your financial picture.
  • Developing customized strategies—Next, we analyze your financial and personal information to match your objectives with sound strategies.
  • 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 professional service and resources—We help you review your financial picture in light of changing circumstances both personal and market-driven.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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