Our Process
Our Process
WE UNDERSTAND WHAT MAKES YOU MONEY. AND WHAT MAKES YOU TICK.
Here’s the secret to our wealth management process: wealth isn’t the most important ingredient.
Sure, we understand financial products and strategies, but what matters most is getting to know our clients as well as they know themselves. So we’ve developed a rigorous process that enables clients to address these key concerns:
- Making smart decisions about their money.
- Mitigating taxes and increase cash flow.
- Taking care of their heirs.
- Helping ensure their asset are not unjustly seized.
- Magnifying their charitable gifts, if so desired.
OUR WEALTH MANAGEMENT FORMULA
Investment Consulting + Advanced Planning + Relationship Management = WEALTH MANAGEMENT
Investment Consulting:
- Portfolio Performance Analysis
- Risk Evaluation
- Asset Allocation
- Cost Impact Assessment
- Tax Impact Assessment
- Investment Policy Statement
Wealth Enhancement:
- Tax Mitigation, Cash Flow Planning
Wealth Transfer:
- Effective Transfer Within and
- Outside of Families
Wealth Protection:
- Risk Mitigation, Legal Structures
Charitable Giving:
- Maximizing Charitable Impact
Client Relationship Management:
- Progress Monitoring and Regular Check-ins
- Professional Network Relationship Management