Our team approach
We’re here to serve our clients and believe in doing what’s right for them. Our objective is to help clients achieve their financial goals by assisting them in developing and executing their wealth management plans so they can focus on what’s important in their lives.
Investment process
- Listen — We begin by listening to your goals and objectives with respect to education, retirement, charitable giving and establishing a legacy.
- Evaluate — We conduct an extensive review of your resources with respect to diversification, asset allocation, asset location, and expected risk and return. The evaluation also includes your appetite and capacity to bear risk, investment time horizon, current and projected cash flow needs, your tax situation and the dependability of your income.
- Recommend — After completing the evaluation, we recommend an investment strategy to help you achieve your financial goals.
- Implement — We implement the chosen investment strategy with tax considerations and transaction efficiency.
- Review — We review your wealth management plan to make adjustments, as necessary, for changing life circumstances and market conditions.
