Our Process

The Wealth Management Process

We define wealth management as a structured and thoughtful process that provides client-specific investment solutions, advanced planning and relationship management.  Our advice is not limited to investments; we can assist our client’s with tax mitigation, trust and estate planning, insurance protection, health care and  social security decisions, efficient charitable giving, legacy planning and family governance. We lead you through the complex process of understanding, investing and preserving their money and protecting your lifestyle.  The comprehensive nature of this process increases the likelihood of achieving the your goals.

As the your personal money advisor, we use a consultative approach consisting of a series of five structured meetings to understand you, including your money values, goals, objectives, important relationships, interests, risk profile and specific circumstances.



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