PERSONAL WEALTH MANAGEMENT

WE BEGIN WITH A CLEARLY DEFINED PROCESS

Discovery

Analysis

Recommendations

Implementation

Ongoing Monitoring

DISCOVERY

In the DISCOVERY phase we help you articulate your personal goals and create a Financial Vision for the future.

ANALYSIS

Using your Financial Vision as the foundation, we then ANALYZE your current and future resources to clearly determine the likelihood of accomplishing your goals. Where appropriate, we collaborate closely with your tax and legal advisors to ensure a cohesive understanding of your situation.

RECOMMENDATIONS

Next, we provide specific, actionable RECOMMENDATIONS to efficiently bring your plan together, making the best use of your resources with the appropriate investment, retirement, tax, education, and estate strategies

IMPLEMENTATION

During the IMPLEMENTATION phase, we clearly define what needs to be done and by whom, while establishing a timeline for completion. We consolidate your investments into a custom-designed asset allocation and investment strategy

ONGOING MONITORING

We continuously MONITOR your plan, reviewing it at least once per year to track progress and make updates based on changes in your goals.

OUR INVESTMENT PHILOSOPHY

  • We believe a disciplined, well-defined process leads to favorable investment outcomes over time. 

  • We believe in diversification and will create a fully customized asset allocation based on your individual risk tolerance, goals, time horizon, and tax situation. 

  • We use evidence-based security selection and portfolio rebalancing to remove emotion from the decision-making process. 

  • We create investment strategies with a sharp focus on tax efficiency.

  • We believe investor behavior plays a critical role in determining long-term investment outcomes, and we act as a partner to guide you through the normal ups and downs inherent in any investment portfolio.