We start by creating what we call a “blueprint for your money.” Every client goes through the financial planning process to ensure that we have a complete view of your financial goals.
From there, and if required, we collaborate with premier wealth management experts to build the multifaceted solutions you need, no matter how specialized. This includes but is not limited to... lifestyle protection, retirement planning, business planning, insurance needs, intergenerational wealth transfer, and legacy creation.
Service Excellence >
We are dedicated to providing the very best client experience. We understand what a privilege it is to be on this journey with you, and how important it is to be with you every step of the way. We believe in maintaining regular communication and periodic updates so that we can work together to meet your goals and beyond.
To do this, we use a consistent four-step process of coordinating the knowledge, specialists, and resources to manage your wealth intentionally.
First and foremost, we want to understand and get to know you. In doing so, we get to know your financial goals, any potential obstacles, and your personal preferences.
We develop a personalized plan and investment portfolio, which reflects our mutual understanding and includes a transition and implementation schedule that will provide an Intentional Wealth Management plan for the path forward
We work with you step-by-step to put your personalized plan into action, and we stay focused on building a portfolio that reflects your requirements and preferences today, tomorrow, and always.
For new clients, quarterly meetings help us stay on track as we execute on your personalized plan. After the first year, we believe in regular communication and discussions about your evolving needs, the changing investment landscape, and our progress towards your goals.