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Our Process

The Process and Experience of Wealth Management

Developing an Investor Profile and Investment Policy: After a thorough interview, we will construct the framework for your financial and life plan. We collect current information including investment statements and discuss your risk tolerance, time horizon and goals. This step allows us to completely understand your current financial situation, and the path that lies ahead.

We will discuss our wealth management and risk management services and their relevance to your needs. These include, but are not limited to the following:

  • Asset and Investment Strategies
  • Customizable Asset Class Allocation
  • Monitoring and Review of your Plan
  • Retirement and Income Needs
  • Education Funding
  • Insurance Needs, including Long Term Care
  • Succession Planning and Estate transfers
  • Gifting as a Tax Strategy
  • Business Succession

Upon completion of the interview process, we will build a customized and unique Investment Policy Statement (IPS). The IPS guides and defines your investment goals and guidelines and should be reviewed and updated periodically as your needs change. The next steps are the Review, Understanding and Agreement of the IPS, Implementation, Active Monitoring, Reporting and Adjustments as necessary.

Our commitment is to be an integral partner with you in the process, providing insightful and educational opportunities throughout your entire experience.

As fiduciary advisors, we are different by design, focusing on the relationship and the client, not the firm’s needs. Our overall goal is to assist clients in realizing their financial dreams by providing value while improving the quality of their lives as a lifelong resource.

We are here to serve you.

Thank you!