facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause

Our wealth management process is thorough, ongoing, and carefully executed by implementing the following steps:

1 Assessment and Goal Setting

  • Gather and organize all pertinent data.
  • Identify, quantify, and prioritize goals and objectives.
  • Evaluate and identify risk tolerance.


2 Develop a Strategic Plan

  • Develop an asset allocation strategy using techniques that accomplish our investment approach.
  • Prepare an Investment Policy Statement which will contain the objectives, investment process, risk tolerance, and asset allocation to achieve the clients goals.
  • Create Risk Management Strategies.


3 Implementation of the Investment Plan

  • Allocate assets based upon our investment approach.
  • Implement and integrate the investment plan into the total wealth management process that will include areas such as estate planning and asset protection.


4 Continuous Wealth Management Monitoring

  • On-going performance measurement and evaluation.
  • Quarterly reporting.
  • Frequent client review meetings.
  • Investment policy statement supervision.
  • Due diligence.