Our experienced team serves a variety of clients, playing an important role in your inner circle. Whether we are providing professional investment consulting or complete financial planning, you can rely on us to take care of the big picture and the finer details with an approach that is as disciplined as it is strategic. It all starts with developing a deep understanding of your needs. From there we aim to offer personalized attention, the highest level of service with integrity, and the advocacy needed on your side of the table. Our rigorous process ensures a comprehensive plan.
Diagnose current situation and begin developing plan and investment recommendations
Our process begins with a conversation – we’ll ask about your investing experience and your expectations, your risk parameters and your current investment portfolio. Our client- centered approach has an overriding goal of making a strong positive impact on each relationship we serve, our first meeting with you goes far beyond specific asset management or estate planning requirements. We listen to you. We learn about your most important values, relationships and lifelong goals. Building on this in-depth understanding can help deliver better solutions and strategies.
Present your investment policy statement and wealth management plan, offering details on our suggested solutions
Your Investment Policy Statement is a fundamental aspect of any investment strategy. It serves as a road map that will help maximize the probability of reaching all of your important financial goals Based on what we learn about you and your goals, we will conduct a thorough analysis of the current financial markets – the opportunities and the challenges. In this meeting, we will present the detailed investment plan we’ve tailored specifically to you. This plan will address your goals, concerns and unique tolerance for risk, providing you with not only a very specific game plan designed to achieve your objectives, but also benchmarks for tracking your progress.
Formally establishing our relationship and confirming commitment to plan
We believe communicating a clear common vision is paramount in a successful client-advisor relationship. In this meeting, we will formally establish our relationship, answer all of your questions and clarify any points to ensure that we’re all on the same page. Together, we’ll go over all the paperwork and execute all the agreements needed to document our working relationship.
Review and organize account paperwork
Transparency is another hallmark of a successful relationship. This is a core value of our firm. In our follow-up meeting, we will go over your new account statements together. This is the time when we’ll address any new goals or changes in your life, reassess your plan and make any necessary adjustments.
Assess implementation and ongoing progress of wealth management plan towards your goals
This agenda-driven meeting not only discusses the measurable progress toward each of your specific goals, it also introduces our Wealth Management Plan. This plan identifies all the financial challenges you face beyond just investment management, and helps us determine the best strategy for addressing each of those concerns. To ensure that we provide accurate and comprehensive advice on a wide variety of advance wealth planning topics, we call on the skill and cooperation of a broad network of other specialists including tax planners, attorneys and more.