Serious Money, The Kind You Retire On Or Leave Your Family, Requires Serious Management
Step 1 - Discover

In the first step, we want to learn what you hope to accomplish with your wealth. We want to understand your tolerance for risk, your stage in life and your experience with different types of investments. We gather information on your complete balance sheet of assets and debts to form a complete picture of your starting point on this journey.

top

Step 2 - Align

In the alignment phase, we evaluate the current distribution of your wealth among the various financial products available to you (cash funds, insurance, investment portfolio, real estate, limited partnerships, etc.) and make recommendations on re-balancing your allocations based on your situation, goals and risk profile.

top

Step 3 - Design

Once we fully understand your situation and have re-balanced your current distributions, we construct a well-diversified investment portfolio for you. We contact your other key advisors, as appropriate, and determine the best mix of services to round out your holdings. The final plan is presented to you for input and approval.

top

Step 4 - Implement

Once the recommended plan receives your input and approval, we begin the implementation phase of our process. We begin building your portfolio, placing funds in the various investments and transferring any assets to be moved.

top

Step 5 - Manage

Once your portfolio is set up, your wealth managers, supported by your client service associates and a relationship manager, will monitor your assets and make adjustments as needed to stay on course with your overall plan. As your steward, we are focused on watching over and taking care of your assets, so you can feel confident you are progressing steadily toward your goals, year after year.

top