Wealth Management Services

Our Services

Many people believe that financial advisors are stock brokers. And while on a technical level, that might be true, the financial services industry has evolved significantly over the last 40 years. It’s not just buying one stock or one fund any more. Investing is an integrated part of your financial plan and the world of investing has become rather overwhelming. With over 9,000 open ended mutual funds, 5,000 exchange traded funds, and 3,600 publicly listed companies in the US, it can be quite the challenge to find the right mix of investments.

We act as experienced professionalswhen selecting investments to fit our client’s financial goals, investment objectives, and risk tolerance. We have no proprietary products and truly seek to find the best in class investments that will balance out these criteria. We look for consistency over time in an effort to provide our clients a more predictable experience. By reviewing the investments on a regular basis, we screen for 5 major criteria to filter through the options. We believe that these screens will help our clients work toward their goals with less risk. Just like financial planning, the ongoing monitoring and review is constant to ensure we are managing our goals.

What We Can Do For You

The steps in our financial planning process are as follows:

1. Introductory Meeting

Our first meeting revolves around getting to know you. We want to understand what your experience as an investor has been and what goals you have for the future. Whether you’re looking to see if you’re on track for retirement, want to plan for a wedding, or have legacy goals, we want to know. We ask a lot of questions and expect the same from you! We want our relationship to be a partnership and that the services we offer match what you are looking for.

2. Planning Meeting

Our second meeting is when we present your customized financial plan. We will discuss your goals in more detail to ensure we understand your wishes, stress test for risks, such as longevity or bear markets, and provide you with our recommendations. We use Money Guide Pro for our planning and you will receive a custom link so you can review, stress test, or run new scenarios at any time.

3. Implementation

After we make our recommendations, review your plan, and answer any questions, we will set up accounts and initiate any account consolidations that we can. We act with the focus of your best interest and your personal financial goals are what drive our investment decisions. We do not have proprietary products and truly seek the best in class investments that will fit your risk tolerance and goals.

4. Ongoing Advice & Monitoring

Financial Planning isn’t a “once and done” event. Your goals and priorities will inevitably shift through time, which is why we are here to help you along the way. The only thing constant is change. As your professional advisor, we will stay on top of industry changes, market trends, and other factors that impact your financial lives to produce better outcomes. We proactively service our clients and welcome any communication from them.

While our process may be four steps, the last step in our process is not the end.

Our process is truly the beginning of building relationships with our clients and their loved ones. From welcoming children or grandchildren into the world, to helping an aging parent or planning for long term care, these life events are all part of the ongoing financial services we provide.

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Our Services