We follow a measured process to support you in the strategic pursuit of your financial goals, ensuring we fully get to know you, your vision and financial objectives before mapping a tailored path toward your future. As with all truly bespoke services, throughout this process your needs and wishes will guide our way.
The early stages of our relationship often feel similar to other relationships – like dating. We’ll meet wherever you’re comfortable – perhaps for dinner, at your home or place of work – and get to know each other. The management of your wealth is a highly personal matter and warrants being reserved for someone you feel truly comfortable with. If we both find there’s a mutual understanding and connection, we’ll delve further into your aspirations, concerns and vision for the future.
Next, we will craft a holistic wealth management strategy tailored to the financial, personal and professional goals you’ve shared. We’ll review these recommendations with you which, depending on your goals, could include an investment strategy to complement your existing portfolio, or a more comprehensive financial plan. This step may also include collaborating with your other professional advisors such as your accountant and lawyer to ensure the plan we create can be seamlessly integrated with all facets of your life.
Once we’ve finalized your plan and received your approval, we will execute your custom wealth management strategy, leveraging extensive research from Raymond James as well as outside resources. This phase involves the selection of specific account types, investment products and optional services, and the handling of all necessary paperwork.
Both our relationship with you and our management of your wealth are ongoing. Once your strategy has been implemented, we will diligently monitor its progress in real time to ensure it stays on course, making adjustments as needed. We will continue to meet with you regularly, typically every one or two months, so we can stay connected with you as your life evolves.