Investment process

The investment process that you will experience is based on process over prediction.  The process will “sweat the small stuff”: With apologies to Richard Carlson, author of the 1997 self-help sensation “Don’t Sweat the Small Stuff” . . . investing is one those fields where the ‘small stuff can really matter’.  This is the bulwark of our process, the result is a client experience that is meant to meet every financial goal you and your family desires.

The necessary four steps include:

  1. Consultation and discovery
  2. Developing an investment strategy
  3. Implementation of your personal investment strategy: i.e. putting your plan to work
  4. Review, report regular in person, collaborate and review annually

For more information about our process or to schedule a meeting, please contact us.


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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.


Wealth Strategist


Echelon Wealth Strategist


Trust Consultant