Mission Statement
Mission Statement
We provide wealth management services to successful individuals, professionals and business owners including select groups of high net worth families with long-term investment planning. We focus on understanding personal goals-where our clients want to go in life and what they want to address with meaningful relationships based on trust, integrity and superior client service. Our business model consists of a disciplined investment management process and personalized service offering combined with a holistic approach to wealth management.
Our Approach To Working With Clients
We have a clear process to understand your goals and develop appropriate recommendations.
- Discovery meeting to identify your goals and special concerns/challenges with your needs
- Analyze your current investment portfolio and evaluate options to develop wealth management plan with investment strategy
- Recommendations meeting with presentation of new wealth management plan and investment strategy
- Begin ongoing execution of wealth management plan and investment strategy
- 6 month follow-up meeting to discuss current progress and any changes
- Regular review meetings to monitor performance and adjust portfolio to address changes in goals or lifestyle
Our Investment Management Process
We have a clear process to understand your goals and develop wealth management investment strategy. To help pursue your financial goals, we employ a disciplined investment management process.
- Establish investment goals and objectives
- Determine risk tolerance and capacity for loss
- Develop asset allocation strategy and investment strategy document
- Customize portfolio model with tax planning strategies within platforms
- Execute investment strategy and evaluate performance
- Monitor progress and make necessary adjustments portfolio and investments
*Asset allocation does not ensure a profit or protect against a loss.
Our Personalized Service Offering
Our personalized wealth management service for our clients should provide a great experience with us.
- Periodic client reviews
- Comprehensive communications and performance reporting
- Timely research and updates on market or economic trends
- Personalized communications offering (i.e., portfolio manager insights, research reports, news on specific stocks)
- Opportunities to attend financial and investment education events and seminars
- Access to advisor and team, either remote or face-to-face
- Facilitate family meetings
- Act as a connection to other professionals (accountant, lawyers, et.)
- Personalized delivery of information (phone, email, web, in-person)