Our Process
Our unique process manages and organizes all aspects of your financial life:
Investment strategy, tax mitigation, family legacy and estate planning. Rather than just accumulating a “junk drawer” of financial and legal documents over time with no meaningful analysis of how each affects the others, Our WSS is about coordination, simplification, and focus on purpose – your purpose! Simply put, our WSS is about providing a custom strategy that allows you to experience the financial freedom and confidence you deserve.
1.
Listen
In-Depth Understanding of Your Family Dynamics
- Family Story
- Occupation
- Recreation
- Goals
- Money Morals and Values
- Asset Summary
- Professional Team
2.
Develop
The 4 Pillars of a Well Coordinated Wealth Strategy:
- Retirement and Investment Advisory
- Tax Mitigation Planning
- Protection against Catastrophic Losses
- Family Legacy and Estate Planning
- Our sensitivity and responsiveness to the human element
- Sophisticated wealth planning software
- State-of-the-art technical expertise in financial products and legal strategies.
3.
Implement
In-Depth Understanding of Your Family Dynamics
4.
Periodic Review
Strategy Update and Progress Sessions (SUPS)
Who Is Involved In Your Process?
Wealth Management is multifaceted and can be overwhelming. We believe an office of one professional advisor and an assistant cannot handle the complexity of today’s financial world. It requires specialty expertise in several areas of wealth planning.
We have assembled an entire family of local professionals to provide an effective client experience.
All of our team members are passionate about taking a very hands-on approach to serving your family. As you advance through our wealth advisory process, we will engage our entire professional network to begin working together on advanced planning issues such as complex tax reduction, wealth transfer, family protection, and estate & legacy planning.
In addition, we have a nationwide network of wealth advisor partners that we collaborate with on investment portfolio research and allocation decisions, along with best practices to
serve our clients.
