From day one, Alex and his team take the time to develop a thorough understanding of what matters most to you and your family. The relationship is designed to be long-term and combines financial experience with knowledge of your priorities to plan, protect and help fulfill your objectives today and in the future.
Here’s how the wealth management process begins and builds over the long-term:
This introductory session is an opportunity to get to know each other. The first and most important job is to listen to you and understand your needs and objectives for the future. The team will introduce you to the wealth planning services to give you a better understanding of who they are.
Alex and his team gain a further understanding of your individual needs, goals and circumstances to help you clarify your financial objectives. This includes gathering together all your important financial information.
They prepare a customized Investment Policy Statement (IPS), which details your risk tolerance, ideal portfolio make-up, and investment strategies they will enlist to achieve your goals. They will also define your relationship with their team and the service you can expect from them, including when and how you can expect the team to contact you. It is at this stage that they typically open accounts and begin managing your investment portfolio.
They analyze financial and personal information to match your objectives with the right wealth planning strategies
The team develops thoughtful and creative solutions that are tailored to your specific objectives, drawing from a wide selection of world-class products and services
Ongoing Review or Service
They conduct regular reviews to ensure your financial objectives are being met in light of changing needs and market and economic cycles.
Building lasting client relationships is the cornerstone of Alex’s business, and he and his team are committed to making your experience as rewarding as possible. To that end, they maintain regular and personal contact and strive to provide you with attentive and courteous service that exceeds your expectations