Private Wealth Management

1. Engage

We begin by establishing and defining the client-planner relationship.  We explain the services to be provided and define responsibilities, payment, and determine how decisions will be made. 

2. Discover

Once we are acquainted, we dive deeper into determining your goals and expectations. We ask about your financial situation, personal and financial goals, and attitude about risk.

3. Analyze 

We will begin to gather data and evaluate your financial status. We analyze your information to assess your current situation and determine what must be done to achieve your goals. 


4. Design 

Our advisors develop and present a comprehensive financial strategy. We offer financial planning recommendations that address your goals, based on the information you provided.  

5. Implement 

This is when we put your strategy into action. We will carry out the recommendations for you; or serve as your coach, coordinating the process with you and other professionals such as attorneys and accountants. 

6. Monitor

We will periodically review your strategy and consult with you to make recommended adjustments and work together to keep your plan on track.