Petroff Wealth Management will review your portfolio’s performance with you regularly to discuss any changes necessary to keep you on track. As part of that process, you will receive detailed account statements, portfolio review statements, transaction updates, and tax reports.

We conduct an exhaustive and rigorous annual review of your financial needs to ensure that your portfolio is reaching your immediate, mid-range and long-term expectations and needs. Above all, we listen — after all, our goal is to achieve your vision of success.

Services Provided

  1. Discovery: We take a personal interest in your situation and develop an understanding of your goals.

  2. Financial Planning: We prepare an analysis of your total financial situation.

  3. Will & Estate Review: We help you address all estate planning concerns and goals.

  4. Insurance Analysis: We analyze your policies and ensure there is sufficient protection for your family.

  5. Investment Policy Statement (IPS): This is the blueprint for your investment strategy.

  6. Investment Proposal: This is your recommended investment plan, approved by you.

  7. Ongoing Services: We track portfolio performance and give you timely updates.

  8. Regular Reviews: As your needs and the markets evolve, we adjust your plan accordingly.