Our Process

Our Approach

As a highly consultative wealth management team, our comprehensive service offering is supported by working exclusively with High Net Worth clients. These clients have different goals and objectives than people who are in the wealth building phase.

We hear the same things repeatedly:

I don’t want to lose money (Wealth Protection)
I don’t want to pay more tax than absolutely necessary (Wealth Enhancement)
I want an orderly and tax-effective business-succession plan and/or estate transfer (Wealth Transfer)
I would like to make significant charitable gifts, exponentially greater than what would have been previously possible (Charitable Giving)

We utilize this formula to organize our approach to wealth management:

Our dynamic approach to wealth management initially consists of a series of five meetings to uncover each client’s unique circumstances as well as understand their financial values, goals, and challenges. We follow this process without fail. The five meetings are as follows:

Discovery Meeting – Duration: 1.5 – 2.0 hours
Investment Planning Meeting – Duration: 1.5 – 2.0 hours
Mutual Commitment Meeting – Duration: 1 hour
45-Day Follow-Up Meeting – Duration: 1 hour
Regular Progress Meeting – Duration: 1 – 1.5 hours

Wealth Management Consultative Process

As we work with only a select group of clients, and it involves a very committed and consultative approach, both our team and our clients need to make the decision to work fully with one another in order to achieve the desired results. Once determined and the process underway, we soon become an indispensable member of our clients’ group of trusted advisors.