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