Our Process
Wealth Management Consultative Process
Initial Discovery Meeting
We Complete a Discovery Process
Investment Plan Meeting
Presentation of Investment Plan Meeting
Mutual Commitment Meeting
Confirmation of Commitment
45 Day Follow-Up Meeting
Organization of Account Paperwork
Progress Meeting
Review of Progress
Assisting Our Clients from Start to Finish
We want to assist you with your financial choices. We realize you have a maze of options. Our mission is to help our clients with reviewing all the options while keeping in my it is a lifelong journey.
Using technology as a way to analyze client data in order to maximize daily results is one of our core competencies. Our software also provides our clients useful information to limit downside risk.
Investment Plan
Diagnostic of your current situation. Our recommendations for moving forward along with details on our investing approach
Spanning the Globe
Our global team of professionals will apply their skills to evaluate many aspects of your financial situation and devise appropriate solutions.
THE PROFESSIONAL NETWORK
Team of carefully selected professionals, each with a high level of skill in key financial areas
Technology
Using analytics to assess your situation is in our DNA. We use technology as an asset while using our human resources to make the final decisions.