Wealth Management Integrated Into the Fabric of Your Life
We will use a five-step process in order to build your comprehensive wealth management plan. Within these five steps, we’ll painstakingly cover all the details, including evaluating your full range of financial needs, making recommendations for moving forward, and managing and modifying your plan as your life changes and your needs and priorities change over time.
Diagnose current situation and begin developing plan and investment recommendations
Investment Plan Meeting
Present formalized wealth management plan, Investment Policy Statement, and details on our approach
Mutual Commitment Meeting
Establish our relationship and confirm our commitment to your plan
45-day Follow-up Meeting
Review and organize account paperwork
Evaluate implementation and progress of your wealth management plan
Eric Wheeler: Your Personal Wealth Advisor
For booking Eric Wheeler as a speaker for your upcoming meeting or conference.
Free White Paper
Request the white paper “Finding the Right Financial Advisor” to learn the seven questions you should ask.