The Three Points Group mission is helping clients Grow, Protect & Transfer wealth. To achieve this objective, we have defined and refined a methodology over that last 20 years we call
The Wealth Optimization Process, which we believe allows our clients to face the future with anticipation and optimism.
Our Wealth Management approach integrates your goals into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with our professional resources to help match your objectives with customized solutions.
Process steps
- Monitoring and Reporting - Each client portfolio is monitored for compliance with our specified investment design on both an account and household level. Reports detailing variance from strategic targets are provided on a quarterly basis.
- Timely Ongoing Service - Most importantly, we provide timely, ongoing service, and continuous re-evaluation of your overall financial landscape. You will receive regular contact to review your situation to help ensure that as financial and life changes occur, your objectives are being met.
- Understanding Your Financial Objectives - We begin by asking questions to understand you and your financial situation, goals and preferences.
- Determine Appropriate Account Structure - We design the appropriate account structure most suited to accomplish your objectives. This step may involve optimizing the titling of your taxable accounts, implementing retirement plan solutions, trust accounts, educational accounts, charitable foundation or other structures to better serve your needs.
- Implement Time-Tested Strategies - Within each account we implement long-term (or short-term) investment strategies based on the specific strategic asset-allocation to most suitably serve the objectives of each account.
Integrating financial solutions
In addition to the wealth management process outlined above, we will work with your CPA, attorney and other advisors to help ensure that all aspects of your financial picture work together. The result is a well integrated solution encompassing an array of investment options to help meet your financial objectives. We provide access to a broad range of services and solutions, including:
- Wealth Building Strategies – Implement long term investment strategies to help grow and protect wealth.
- Retirement Planning – Strategy to help create and maintain a work optional lifestyle.
- Estate Planning – Help ensure your current financial security while preparing for the preservation and transfer of your wealth.
- Education Funding – Evaluate your options and create a strategy tailored to your goals.
- Insurance Planning – Protect your family now, and transfer wealth later.
- Investment Review – We assist in ensuring your portfolio supports your investment objectives with appropriate asset allocation and diversification strategies.
- Stock Option Planning – Evaluate and implement strategies to optimize stock option and RSU exercise.
- Charitable Planning – Leverage support your causes in tax-effective manner.
- Small Business Planning – Choose from an extensive array of products and services tailored to your business needs.
Contact us
We would value the opportunity to discuss our wealth optimization process and how we can be of service to you. Please
contact us today to learn more.
