We are strategic wealth advisors invested in your success

The most crucial element of the work we do is getting to know you: your family, your situation, your frustrations, and your goals. Our firm is intentionally structured to allow our wealth advisors time to get to know you beyond just numbers and build relationships that allow us to understand what you hope to achieve throughout your journey. In your first year as a client, you can expect to spend focused time with your advisor. We’ll use these sessions to ask questions, collect data, and discuss implications as we build your full financial picture.

In this session, we collect basic information about your current financial portfolio and situation. We use this information, including current investments, retirement account values, and assets, to develop your detailed analysis.

During the Wealth Planning Presentation session, your portfolio manager will review your analysis with you, discuss your wealth management plan, and make recommendations based on your needs, goals, and comfort level. Once you are satisfied with your wealth management plan, we will move into decision-making and implementation.

During this phase, we will implement our collaborative, agreed-upon wealth management plan, setting up necessary accounts, re-allocating existing accounts, reviewing beneficiary designations and estate plans, and providing access and reports.

We continually review and assess your financial and wealth management plan to ensure it is always working in your best interest. Your dedicated team will evaluate any changes that may be needed and will establish ongoing touchpoints based on your preference. Your team is always available to discuss additional wealth planning topics including Estate Planning, Retirement Planning, Social Security, Charitable Giving, and many more.