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The Wealth Management Process

How It Works

The Wealth Management Process is an opportunity for you to experience working with our team, gain insight into where you currently stand financially—and decide if you’d like to work with us on a long-term basis.

The Wealth Management Process

For Discovery Meeting details click here
For Investment Plan Meeting details click here
For Mutual Commitment Meeting details click here
For 45 Day Follow Up Meeting details click here
For Regular Progress Meeting details click here

The Wealth Management Formula = 

Investment Consulting + Advanced Planning + Relationship Management 

Let's talk about Advanced Planning. This is the area where we can help you the most. Advanced Planning addresses the Five Key Concerns of affluent families:

  • Wealth Preservation - Are we making smart decisions with our money?
  • Wealth Enhancement - How can we mitigate these taxes we are paying?
  • Wealth Transfer - How do we maximize the transfer of our wealth to the people we love?
  • Wealth Protection - How do we protect our assets against unjust litigation? 
  • Charitable Giving - How do we magnify our gifts to the charities and causes we care about?

Start the Process

Schedule a Call

Schedule A Call