500 Virginia Street East,
We are deeply honored by the trust our clients put in us to help them pursue their goals. It is a responsibility we take very seriously—which is why we have created a clear and detailed process for evaluating each client and providing customized strategies tailored to address their particular needs. Our five-step process includes:
We will begin by asking questions to understand you and your financial objectives. Together, we'll identify your goals, values, challenges, risk tolerance and any special concerns you may have.
We will analyze your current investment portfolio and the information you provided in the discovery stage to match your objectives with sound strategies. We’ll identify your recommended asset allocation mix and develop a comprehensive investment strategy.
We'll meet to present our recommended wealth management approach and customized strategies that may include retirement, family and estate planning, cash management suggestions, lending opportunities, and more as part of our comprehensive plan.
With your approval on our recommendations, we will begin executing your new investment strategy, opening new accounts, transferring existing assets, and conducting trades that align with your investment goals.
As we move forward with our partnership, we will assess your situation and accounts to help ensure your financial objectives are being met. We will help you set up online account access, schedule review meetings, and proactively contact you if we think repositioning is needed or if there’s an opportunity you may be interested in. We’ll remain connected through the channels you feel most comfortable communicating in and at the frequency of your choice.
Contact us today to learn more about the benefits of being a client and to set up an initial complimentary consultation.