I call our approach, the Peak Process™. Through this approach, I tailor our the full range of wealth management tools to wherever you are in life and your goals at each stage.
I coordinate with your other trusted advisors to get a detailed look at every aspect of your life to ensure a holistic approach to serving you. Here’s how it works:
This process is about planning for life vs. money. We start by listening – to you goals, objectives, challenges, needs.
Using the details you have confided in us and our access to high-caliber research and analysis, we narrow down a selection of investments and an allocation tailored to your financial objectives. We will then present our recommendations and outline the steps needed to implement your plan.
Once you have approved the plan, we put it into action, choosing investment vehicle types and services uniquely suited to your needs, goals and risk tolerance. Your portfolio is carefully crafted, making the most of the choices available to serve your precise situation. My role is to ensure it keeps working for you through all of life’s changes, continually updating you and providing ongoing support. I stay abreast of what’s ahead, helping you remain equipped for the challenges of tomorrow.
"Sound strategy starts with having the right goal."Michael Porter