The Client Experience

We have a clear process to understand your goals and develop appropriate recommendations.

Discovery

Identify your goals, values, dreams, concerns and challenges

Investment strategy development

Determine risk tolerance
Analyze current investment portfolio
Develop and construct your recommended portfolio

Investment strategy meeting

We formally present our recommended investment strategy to you

Investment strategy execution

Open new accounts
Transfer existing assets
Conduct trades to execute agreed-upon investment strategy

Follow-up

Discuss your first financial statements
Send out an organizational binder
Set up online account access
Develop a schedule for review meetings
Schedule a wealth management meeting plan

Comprehensive wealth management plan development

Retirement planning
Credit and lending
Life, health and long-term care insurance
Education planning
Business succession planning
Estate planning
Charitable giving
Family legacy planning

Wealth management plan meeting

Meet to present the financial plan and solutions

Execute wealth management plan

Ongoing execution of wealth management solutions

Ongoing monitoring of investment strategy and wealth management plan

Develop schedule for review meetings