Our Wealth Management Process

Discovery Meeting

We ask questions to learn about you and your family, how you feel about risk and return, your goals and objectives, and your investment time frame. We spend time acquainting you with our team and how we operate so you can decide if we will be a good fit for your financial and investment needs.

Investment Plan

Next, we work on building an investment plan, developing a customized asset allocation strategy while helping you organize and simplify your financial affairs. In addition to investment planning, we provide comprehensive financial planning that includes tax, retirement and estate guidance.

Communication Plan

We schedule meetings and phone conversations on a quarterly, semi-annual, and annual basis depending on your preferred method of communication and your availability.

Review and Adjust

We observe overall market trends, economic conditions and investment performance over time. We review your progress versus your stated objectives and adjust the risk/return of your portfolio as market conditions and your financial situation change. If anything comes up that raises any financial questions or concerns, we are available to provide our knowledge, guidance and support.