Personal Wealth Management
Our Approach
Investing your money does not have to be overly complex with fancy charts and confusing language. In fact, we believe in the opposite.
You should understand what you own.
Your investment process should be both sophisticated to take advantage of opportunities yet simple to understand. While there is a lot that happens when investing money, we have simplified our process into four main steps.
Our Process
First we start with a personal conversation. We seek to learn about you, your financial goals, needs, wants, experience and of course your worries and concerns when investing.
Next we put together a personal investment strategy and investment portfolio that considers a wide variety of inputs including your goals, timeline, willingness to take on risk, the markets, economy, performance, taxes and expenses.
Next we introduce and discuss your strategy and recommended portfolio. We work to help you understand not only what you may own and why, but also why you might sell. Once agreed, we will implement your strategy.
Finally, we monitor your portfolio with regular reviews to keep you informed and on track. Recommendations for changes may occur throughout the year or when your needs and goals change.
Our Difference
Investment management within a larger financial plan context.
Multiple account planning, coordination, and management.
Customized portfolio designed to serve your individual needs and requirements.
Independent access, screening and monitoring of multiple leading investment providers.
Use of lower cost and tax efficient investment products and strategies.
Integrated employer & concentrated stock guidance.
Insurance, estate and longer-term family wealth management.
Household Minimum: $250,000.