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®