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Our Process
Getting Started

With each new client, we begin with a comprehensive interview to ensure that we fully understand your financial situation, needs, objectives and risk tolerances. We also take some time to give you a sense of who we are and how our experience and advice can be most effectively applied. Wealth Management is a comprehensive advisory discipline encompassing a variety of planning exercises, investment portfolio management and insurance considerations, some of which you may not have considered. Click on the Wealth Management button to the left to learn more about each of its various aspects.

We then prepare an investment policy statement that will act as a framework for how your investments will be structured. Based on the asset mix selected, we run a series of financial projections to give you a sense of where you are headed financially. We review any existing investments and make appropriate recommendations for your portfolio moving forward. We have access to one of the broadest array of investment possibilities of any financial services organization.

Depending on your situation we can also put together a comprehensive financial plan. Your plan will address the savings, expenditure and investment needed to fund your desired lifestyle, both now and in retirement. It will also deal with such issues as education funding, health and life insurance needs, and tax and estate planning measures.

 
Wealth Management,

 Planning and

Investing are

 ongoing processes.