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OUR STRATEGY

Compared to large wealth management firms, clients find that we can better serve them through customized services and an agile response to the rapidly changing market conditions and regulatory environment.

Through the implementation of strategic partnerships and the use of adaptive technologies, we have enhanced control and more options for providing the best advice, products, and tailored solutions for our clients.

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DISCOVER

  • Gain an understanding of client's financial goals, challenges, and preferences.
     

  • Acquire documentation.
     

  • Initiate dialogue with client's accountant and attorney, if necessary.

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PROPOSE

  • Customize financial strategies.
     

  • Propose investment portfolio.
     

  • Schedule briefings and reviews.

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IMPLEMENT

  • Initiate financial strategy.
     

  • Phase in our investment recommendations.
     

  • Enroll in selected services.
     

  • Evaluate approaching client statements.

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MONITOR

  • Supervise progress.
     

  • Tweak recommendations and investments when needed.
     

  • Notify client and team of professionals of relevant information.
     

  • Assist client in navigating future opportunities.

CLIENT PROCESS