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Our Process

  1. ESTABLISH AND DEFINE OUR RELATIONSHIP
    Our process starts with gaining a deep understanding of your values and unique perspective on finances. Getting to know you personally, professionally, and financially is the first step in our process. We make it our goal to anticipate your needs, taking proactive steps to make timely recommendations that hold true to your best interests. This time is spent discussing your past experiences, interests, values, goals, questions, and concerns. Once we have a solid understanding of what is important to you, we can proceed to the next step.

  2. GATHER DATA
    To do the best job for you, we require personal and financial data to be provided along with goals and expectations. We will gather information about your current financial position; including your assets, liabilities, income, savings, insurance, taxes, estate planning, and anything else you think may be important for our analysis. Getting a clear picture of your financial situation and risk tolerance helps us develop a plan that suits your individual needs.

  3. ANALYZE AND EVALUATE YOUR DATA
    Once we have insight into your distinct financial situation and have gathered all of your pertinent financial data, we begin to design a highly customized, integrated wealth management solution. When creating your personalized plan, we use strategies based on key principles, such as the importance of prudent diversification and the central role of asset allocation in managing risk.

  4. PRESENT THE RECOMMENDATIONS
    We will present the details of our recommendation to you in a scheduled meeting and explain the details of our recommendations. We take this time to make sure you understand each part of the plan and how it fits in with your current goals and expectations.

  5. IMPLEMENT THE PLAN
    This is where we actually invest the dollars based on our agreed upon, planned recommendations. Our experienced team is skilled in addressing the unique complexities and concerns that individuals face. Having managed assets through a wide range of market cycles, we understand the importance of adopting a long-term perspective and maintaining a consistent approach.

  6. MONITORING THE PLAN
    Implementation of your wealth management strategy is the final step in the initial process, but only the beginning of our ongoing commitment to you. Continued collaboration with you and your trusted professionals ensures that we continue to support your investment objectives. As markets fluctuate and objectives change, we make ongoing tactical adjustments as needed, consistently strategizing to ensure that your plan complements your changing life priorities.

We require periodic reviews, scheduled based upon your needs. It is imperative that we meet at least once a year to discuss your portfolio and to gather data that may have changed since our last meeting, as these changes may affect your plan.


We invite you to experience a truly distinguished approach to wealth management.  Contact us for a confidential and complimentary second opinion

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