What we provide

Our wealth management formula (WM = IC + AP + RM)

Wealth management is a combination of investment consulting, advanced planning, and relationship management.

Investment consulting (IC)
  • Performance analysis
  • Risk evaluation
  • Asset allocation
  • Investment policy statement
Advanced Planning (AP = WE + WT + WP + CG)
  • Wealth Enhancement – tax mitigation and cash flow planning (WE)
  • Wealth Transfer (WT)
  • Wealth Protection – risk mitigation (WP)
  • Charitable Giving (CG)
Relationship Management (RM = CRM + PNRM)
  • Client Relationship Management – our relationship with you (CRM)
  • Professional Network Relationship Management – how we work with your professional network – attorney, tax professional, etc. (PNRM)

“The foundation of our practice is planning.” –Tyler Briggs, CFP®

How we serve

WE Process

  • Discovery meeting where we get to know what is important to you
  • Create an investment plan and investment policy statement
  • Present the investment plan and advanced plan observations
  • Mutual commitment meeting to confirm the commitment of both parties and sign paperwork
  • Begin work on advanced plan issues and confirm recommendations for moving forward
  • 45 day meeting to help you to organize all account paperwork and set regular progress meetings

“Our WE Process sets us apart from other advisors.” –Blaine Gibson, CFP®

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