Our Holistic Approach
You worked hard to make your nest egg and sometimes it seems as if you have to work even harder to keep it working for you. Our 360° approach encompasses where you’ve been financially, where you are now, and where you hope to go.
Individuals
We help you decide how much risk you should consider and construct a complete portfolio to make your money work harder for you. With periodic meetings to assess your portfolio, asset location, and your personal performance we can help you reach your goals. And we’re with you every step of the way.
Creating and Sticking With a Plan
Our six-step Wealth Management process is a disciplined means for helping you navigate changing life situations and markets. We use it to plan, implement and monitor your personal goals and investment strategy. You can think of the process as a way to get your bearings, take your first steps, and keep your goals in sight. The process is backed by research that is designed to help ensure your portfolio adapts to changing market conditions, with the goal of keeping you on course.
Our Wealth Management process:
1. Introduction to our consulting process
2. Discovery and a deep dive identification of your goals and risk tolerance
3. Proposal for your consideration
4. Implementation of your investments and advanced financial plan
5. 45-Day Review covering your investments and reporting
6. Progress Monitoring focused on your individual goals
Wealth Management
Investment Consulting
- Asset allocation
- Portfolio management
- Manager due diligence
- Risk evaluation
- Performance analysis
Advanced Planning
- Wealth enhancement, including cash flow management and tax minimization
- Wealth transfer
- Wealth protection
- Charitable giving
Relationship Management
- Regularly scheduled calls, reviews and in-person meetings
- Team of professionals, including legal, tax, insurance and investment advisors
Our Wealth Management Advisors Specialize In
- Small business retirement plan consultation/implementation
- Small business estate planning
- Integration of business wealth with your financial plan
- Investment management
- How to get your business ready to sell