We offer a team approach to financial planning, offering you a broader scope of experience than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

Investment Philosophy

The foundation of our client relationships begins with our consultative process. This process aims to uncover your most important goals and to design and implement the most appropriate solutions for your unique financial situation.

  • Discover - During the discover phase we gain an understanding of your current situation and your goals and objectives.
  • Analyze - Along with a team of professionals, we will examine your various goals and construct an integrated strategy to help you achieve them.
  • Recommend and Implement - We will make sure you have a full understanding of our recommended action plan and will help to coordinate the resources to set your plan in motion.
  • Monitor and Review - On a regular basis we review and, if necessary, make adjustments to your plan to ensure that you stay on track to meet your long-term financial goals.

At Benoist Wealth Strategies, we are committed to providing our clients with a holistic approach to addressing the various aspects of their financial lives. We recognize that our client's needs and lives are multi-faceted and require complex financial solutions. The Benoist Wealth Strategies team strives to coordinate the investment planning, financial planning and estate planning services to address the multiple dimensions of their financial lives. These dimensions include:

  • Creation and growth of wealth
  • Protection and preservation of wealth
  • Distribution of wealth during life in the most tax-advantaged way*
  • Transfer of wealth at death in the most tax-advantaged way

*Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Mission Statement

What We Do

Our mission is to help you pursue the goals you envision for your life by managing and preserving your wealth.

How We Do It

Our approach is to always put your financial well-being at the forefront as we collaborate with you on a financial plan that encompasses all facets of your life. We put our clients’ interests above our own and those of our firm.