Wealth Management Overview

While many financial advisors focus on the Investment Consulting functions, we employ a very broad approach, seeking to integrate quality investment management with other areas of financial planning, asset protection, and estate planning.

Our process is personalized (see “Family Profile”), and highly collaborative in that we seek to integrate our work with the input of other professionals. That integration may involve reaching out to your current advisors (attorneys, accountants, insurance providers, etc.), or we may call upon the expertise of our own network of skilled professionals.

Family Profile Creation

The starting point for our Wealth Management Consultative Process is the Discovery Meeting where we focus on you, your values, goals, and important life relationships. This leads to the creation of the Family Profile, a graphical representation of your personal big picture that serves not only as an important point of reference for the rest of our process, but also remains as an integral living document for future discussions.

Wealth Management Consultation

Our Discovery Meeting will determine if we prove to be a good fit for you as an advisor, and also serves as the first in a series of meetings designed for us to get to know one another. Our regular progress reviews allow us to guide you over time as your life, goals, and circumstances change.

Advanced Planning

With input from our Advisory Network of experts, we begin to create an Advanced Planning action plan, which allows us to chart progress and set goals touching on all areas.