Our Wealth Management Process
We are an independent advisory firm providing fee-based fiduciary financial planning and investment management services for high-net-worth individuals. Our affiliation with Avantax provides us with extensive resources in providing comprehensive financial services for our clients.
Your customized financial plan is included in your advisory fee as this is the essential aspect of our relationship with our clients. Fee based investment management is how we implement your financial plan.
Over your lifetime, we will continue to advise appropriate strategies to help you navigate towards your desired future. We will monitor and modify these strategies as changes occur in your career, family situation, personal goals, or market conditions.
There are three core steps of the wealth management process:
Learning
We get to know you on a personal level. Who are you? Who is your family? What do you do for a living? What do you want to do in the future? What does retirement or financial independence mean to you? What is important in your life? What have you done so far with your financial planning and investment management?