The Peninsula Difference is in our disciplined approach.

Peninsula Investment Philosophy & Process

It is rare to find a team quite like ours, meticulously assembled to offer the depth of knowledge, resources and commitment required to manage and preserve our clients’ wealth in a most prudent and responsible manner. Our experienced professionals are committed to building close relationships with our clients and their families because doing so enables us to open up the conversation to more than just investments.

Instead of just serving as financial advisors, we’re here to help you make important decisions on all money-related matters – beyond just investments, beyond just today.

So, what sets us apart?

We believe financial planning is a necessary prerequisite to investing. A financial plan is your roadmap outlining where you are today and how you get to tomorrow. In short, it’s how you achieve your vision. It also uncovers and highlights your financial blind-spots. Once we understand those components, only then can we make thoughtful recommendations on how to manage your assets prudently.

We believe consistent communication is a key component in our ongoing relationship. Every client has a scheduled monthly (or quarterly) call. The agenda includes the items uncovered in your financial plan, as well as our ongoing investment monitoring and performance updates. We also integrate our clients’ tax advisors, legal advisors or their company CFO into the call schedules to help ensure comprehensive and well-coordinated planning. On an annual basis, we meet to update the financial plan, check the progress we have made over the course of the year and make any necessary changes.

We believe our consistent process and attention to detail is exactly what you should expect from a trusted financial partner like Peninsula Private Wealth.