A Disciplined Process is Key to Success

Our team follows a disciplined six-step process to keep you on-track to achieving your goals.  This process keeps everyone focused on what’s important – helping you live life the way you want to live it.

1. Introduction – Nick will introduce you to the wealth management services he and his team provide, not just during the first meeting, but on an ongoing basis as your needs evolve and new services become available.

2. Investigation – By working 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.

3. Strategy – At this stage in the process, our team will analyze your financial and personal information to match your objectives with smart, time-test strategies. 

4. Collaboration – Communication is extremely important and we want to make sure all of your professionals are working together for you. We will communicate with your tax and legal professionals when necessary to ensure a meticulous approach is adhered to for your success.

5. Solutions – Nick develops thoughtful and creative solutions tailored to your objectives, drawing from a wide selection of world-class products and services.

6. Ongoing check-ups – Regular reviews are scheduled at time intervals you are comfortable with to continuously ensure your financial objectives are being met in light of your changing needs.


“We don’t have to be smarter than the rest:  we have to be more disciplined than the rest”

~ Warren Buffett~