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Our Wealth Management Process


Whether you are in the process of building your net worth or have already accumulated significant financial assets, you need a process that will guide you through the often-complex jungle of finance.

Dual Discovery

Our process begins with a discussion that lets us discover what is important to you now and where you want to be in the future. As important, you will discover how my progress will take you there.   

Taking Inventory

Before we can move towards your goals, we must understand exactly where you are right now. We will prepare a written retirement plan to find out what you need to do to get on track and stay on track.  

The Strategic Solution

Once we have towards your objectives and risk tolerance, we draft a written Investment Policy Statement to identify your optimal asset allocation and compare it to your current allocation.

Account changes are recommended and implemented.

Regular reviews begin, not only to monitor current holdings, but to also screen and identify new opportunities.

Your asset allocation is reviewed at least quarterly to ensure it reflects your investor profile and our most current views of the financial markets. 

Protecting Your Lifestyle

Once we have your portfolio on track, we work to ensure that it doesn’t get knocked off track, especially by some unexpected health event.

Your Life, Disability and Critical Illness insurance coverages will be reviewed to identify and protect against risks that could seriously jeopardize your plans for the future. 

The Great Estate

The Total Wealth Management Program aims to ensure that you (and your spouse) will never outlive your capital. As we build your net worth, we will identify opportunities to not only secure your own comfortable retirement, but to also maximize the after-tax value of your estate for the benefit of your loved ones.

Enjoying the View

You will now have piece of mind in knowing that your financial affairs are being properly tended to which will give you more time to enjoy family, business and leisure activities.

We will update your Retirement Plan and Investment Policy Statement regularly to ensure you are moving towards your goals.

And finally, we will stay in touch and will always be available to help you make good decisions and smart choices about money.