Our team has invested a lot of thought and energy into structuring a business that is well-respected and innovative within the industry. At the Farris Alexander Wealth Management Group, we take a holistic approach to the management of our clients financial affairs. Rather than limiting our focus to only one aspect of their financial circumstance, we take a step back to see the whole picture, many times looking beyond the numbers and investments.
Through an open and consultative relationship, we are able to gather a detailed understanding of our clients financial and life goals to develop a truly customized experience. This holistic experience is grounded in four areas: portfolio management, wealth and estate planning, administration, and client communication and education.
Clients are given institutional-grade portfolio management, driven by their unique goals and objectives and backed by a detailed Investment Policy Statement. Alongside the portfolio, in-depth financial and estate planning is completed by our dedicated team of wealth management specialists and maintained to ensure action items are timely implemented. Behind the scenes, our team takes care of all account administration and provides a client service experience that is rooted in education, communication and feedback.
The strategies we develop evolve as clients travel through the many stages of life, but the structure and support we provide remains consistent. That's how we see wealth management.
