Our Customized Wealth Management Approach
"Success is neither magical nor mysterious. Success is the natural consequences of consistently applying basic fundamentals" - J. Rohn
Wealth management goes beyond investment advice and money management to address a wide range of concerns related to both your financial & life goals. A comprehensive financial plan is built from a detailed analysis of your current situation and explores opportunities that will ensure you are on the right course. With the help of our accredited financial planning expert, our team will provide you with a plan that maps out tax-efficient strategies to help you achieve your goals.
We each have our own goals in life - both personal and financial. As you make progress towards achieving your goals and enjoy a certain measure of success, you may discover that your financial affairs become increasingly complex.
When you reach this stage in your life, and need a higher level of professional wealth management, we are here to help!
Wealth management - five-step process
A disciplined process is the key
We follow a disciplined five-step process to keep you on-track to achieving your goals. This keeps us all focused on what's important - helping you live life the way you want. This approach is the key to how our team manages relationships and our clients' wealth.
Five-step process
  • Introduction - We will introduce you to the wealth management services we provide not just during our first meeting, but also on an ongoing basis as your needs evolve and new services become available.
  • Discovery - Together, we will gain a deeper understanding of your individual needs, goals and circumstances to help you clarify your financial objectives. This includes gathering together all your important financial information.
  • Strategy - Next, we analyze your financial and personal information to match your objectives with smart, time-tested strategies.
  • Solutions - We develop thoughtful and creative solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
  • Service - We regularly review your situation to ensure your financial objectives are being met in light of your changing needs.

Our team believes that the assessment of your unique financial situation requires a comprehensive approach. Tailoring a total wealth management strategy specifically designed for you will involve examining your financial, retirement and estate goals, as well as your tax situation. From there, we will create an approach that is tailored for your families needs while taking into consideration all of your personal details.

If you are looking for answers to your questions, or have a nagging feeling that perhaps you've outgrown the level of advice you've been receiving, contact any member of our team to schedule a complimentary, confidential introduction to discuss your concerns over a cup of coffee.
"We all have two choices: We can make a living or we can design a life" - Jim Rohn
We'd be happy to hear from you,
Darrell and Jim

Important notices