Wealth Management Services

“First and foremost we get to know you...." 

The most important part of Wealth Management is to know you. We come to understand your values, your life today, and how you envision your future. Our clients’ portfolio help address their needs, expectations and goals.

Contact us for your complimentary portfolio review. 

Our Process includes:

1.   Discovery: Getting to know our clients, learning what is important, their values, goals, investment time horizon and risk tolerance among many other aspects of their lives.

2.  Review & Analysis: Through research and analysis of the current portfolio allocation and holdings we are able to determine what changes may be appropriate. We create a restructured portfolio that maximizes return potential.

3.  Recommendations: We present our clients’ personally designed portfolio. At all times clients are involved in this process through discussion, collaboration and decision-making.

4.  Implementation: When clients are pleased with the target portfolio, we implement changes. In addition, we help to streamline our clients existing accounts for greater control, simplicity and ease.

5.  Monitor: On a quarterly basis, we review the performance of the portfolio with our clients, keeping them informed. We meet with our clients on a quarterly basis. These meetings are catered to fit our clients’ lifestyle. We prefer face-to-face, however we accommodate client’s demanding schedules by setting up conference calls or webinars.

6.  Annual Review: We meet with you annually to discuss your portfolio’s key performance metrics, changes in your life, risk tolerance, time horizon and other goals. We are always available and encourage you to keep us informed on changes in your life and to talk about anything that is important to you.