Our Process
Who you select to assist you in managing your wealth and in meeting your financial goals is one of your most important life decisions. We utilize a comprehensive process to help you determine the optimal solution to your wealth management needs. We value personal relationships and we work with only a select number of clients for whom we feel we can make a material difference. It is our priority that we be able to add meaningful value to the achievement of our clients objectives.
Our process begins with a series of face-to-face meetings. We start with an initial meeting during which we identify your needs, challenges you face, assets you have and your goals and risk tolerances. This meeting also is to explore which investment platforms and communication styles will be optimal for you.
We then prepare and present our analysis and recommendations on how we can best deliver the personalized solution that is best suited to your needs. We counsel you on changes we believe are prudent and help set priorities so we can tackle both your short term and long term financial issues systematically. We have a wide breadth of planning and advisory insight and tools we can offer and we act solely in the interest of our clients. Our process is consultative based on your needs.
After we start working together we will be available to act as your Chief Financial Officer to assist you with achieving your financial and wealth management goals. With our network of specialists, combined with your trusted advisors, we seek to formulate a comprehensive approach to solving your financial needs and meeting your investment goals.
The complexity varies greatly by client but often implementing a comprehensive Wealth Management approach requires a team of professional advisors who share a common understanding of how to align each client’s resources with their goals. You remain the Chief Executive Officer. We, as your Chief Financial Officer, help by evaluating the assets, articulating needs and wants, identifying opportunities and gaps and producing a dynamic wealth management plan.
We provide ongoing communication with both our client as well as other advisers specifically selected by you. Our team approach gives you full access to the senior partners of our firm.
Our objectives are to help our clients manage risk, minimize taxes, and focus on wealth preservation and wealth enhancement along with generational transfers and charitable gifting. We will be available to meet with and assist both you and your CPA, attorneys, insurance specialists and other experts along with our own network of professionals to provide insight and advice on how to help formulate a structured wealth management plan.
Our process is intended to help preserve and expand your existing wealth and produce the highest possible risk-adjusted returns consistent with the achievement of your personal objectives.
