HOW WE’LL WORK TOGETHER IS OUTLINED IN
OUR PROCESS

The basic process we follow gives us an orderly way to learn about you and your family, understand your goals, and identify relevant strategies for moving forward and monitoring progress over time.

Understand

We begin with a discussion – to gain a thorough understanding of your goals, current financial situation, investment experience and risk tolerance.

Design

We analyze the information you’ve shared with us and customize a plan accordingly. We present our recommendations, answer your questions and outline the steps we need to take to implement your plan.

Implement

With your approval, we execute your customized plan. This involves the selection of specific account types, investment products and optional services, and the handling of all paperwork.

Manage

We continually monitor the progress of your plan relative to your objectives, suggest any changes when needed, and provide ongoing reporting of your account activity.

We address 13 different wealth management issues that can be crucial to your family’s financial well-being. Learn more.