Our Integrated Wealth Management Process
Wealth management is a comprehensive approach to helping you achieve your desired financial future, and it extends far beyond investment advice.
Steps to our approach
- Discovery - We will gather all necessary information, after which we will help you in identifying, quantifying and prioritizing your goals.
- Financial Analysis - After we have gathered your information, we perform a rigorous analysis to identify.
- Will & Estate Review - Our will and estate specialists will perform a comprehensive review of your estate plan to ensure it is structured in the most tax efficient and straightforward way possible.
- Insurance Review - We will review your insurance needs to ensure that both current and future insurance policies are in line with your unique goals. This may mean reviewing a pre existing policy to ensure there are no unnecessary costs or structuring a new one to provide protection for loved ones.
- Investment Strategy - Once we have completed the discovery, analysis and estate & insurance analysis, we will then determine the most appropriate investment strategy that will allow you to meet your goals.
- Investment Portfolio - After we have determined the most appropriate strategy, we will then build your investment portfolio and begin building your wealth.
- Ongoing Communication - This component is paramount for our team. We do not rest until our clients minds are at ease.
- Regular Reviews - We provide clients with a review schedule that works best for them. Generally speaking, annual financial plan reviews and quarterly investment portfolio reviews are most appropriate.
We help you and your family navigate the complexities of managing wealth by helping you understand the various financial issues, concerns and opportunities you face at every life stage.
Please don't hesitate to contact us if you'd like to talk about your financial objectives and how we can help you reach them.
