Our wealth management approach

We believe that wealth management is about more than just making investment recommendations and carrying out portfolio transactions. Our process starts by listening to you. Every family and business has unique dynamics, values, and goals. By taking the time to get to know you, we are able to gain an understanding of your needs and objectives. We work together to define and prioritize your goals and then help you to develop customized strategies designed to help build and preserve wealth. We work to make complex concepts easy to understand without compromising sophistication or efficiency.

1.
Discovery

We will sit down with you to gain a clear understanding of your goals – both personal and financial.

2.
Financial analysis

We will prepare a customized analysis of your financial situation that incorporates your financial goals, risk tolerance and long-range plans.

3.
Will & estate review

If you have a more complex estate, we can help you address your various estate planning concerns and recommend the steps you need to take to achieve your goals.

4.
Insurance review

We can introduce insurance-based solutions to help you protect everything you have worked to build.

5.
Investment strategy

We will help you establish an investment strategy designed to achieve your goals, whether you’re investing for growth, income or preservation.

6.
Investment portfolio

Next, we implement your investment strategy within your custom-designed portfolio.

7.
Ongoing communication

You are informed of the performance of your portfolio and the markets through regular updates, including a quarterly statement, annual tax package and secure access to DS Online, featuring exclusive research, real-time quotes, Watchlists and more.

8.
Regular reviews

As your needs and the markets evolve, periodic portfolio reviews help to ensure that your plan remains an effective tool to achieve your objectives.