Our Process

DISCOVER

Did you ever try to buy a gift for someone you barely knew? It's not easy.

In much the same way, it would be impossible, for us to address your financial needs unless we thoroughly understood you, your family, and your current situation.

It all starts with a conversation. We listen and ask questions to identify your goals, values, passions and priorities. This lays the foundation in forging a lasting relationship built on trust.
Wealth Management Approach

CURATE

The data gathering phase, we thoroughly review of your assets, ownership structures, financial statements, trust and estate planning documents, deferred compensation summaries and life insurance illustrations. 

With an understanding of where you are today and where you wish to go, we will assemble a team of specialists from various disciplines to help you get there. 

PLAN

This step is core to our client experience. 

Our planning process is designed to align your financial life with your goals and objectives for the future. This alignment can help you safeguard, advance and transition your wealth as a means to attaining your goals with clarity and confidence. 

We will perform a complete, integrated analysis across your entire balance sheet, and incorporate your personal values, family dynamics, and legacy wishes.

The result is a goals-based, technology-driven wealth plan that considers your total assets, liabilities and cash flow, now and in the future.
implement

PROPOSE

We'll present you with your custom crafted plan and recommend the appropriate investment strategy to help you achieve your goals. 

Your investment program will be exclusive to you and your family. Our team utilizes a global, multi-asset approach to constructing diversified investment portfolios, custom-designed to achieve your unique goals.

Through it all, we coordinate our efforts with your team of professional advisors to ensure efficiency and effectiveness in meeting your needs.
invest

IMPLEMENT

Once you've approved your investment plan, we then carefully implement it. 

We draw upon a multidisciplinary team of internal and external investment professionals on our search for the right structure, investment solution or third-party manager for your portfolio.

We are dedicated to thoughtfully managing costs related to portfolio turnover, taxes, fees other costs that can affect the ability of portfolios to thrive for the long term.

Through it all, you’ll receive attentive service and personal counsel.
Financial Avisors hands on a conference table

SERVICE & ASSESS

We oversee your investment allocation and financial plan on a daily basis and will adjust accordingly as your life, goals and objectives evolve.

We maintain regular communication to enhance your overall experience and continually improve the service we provide to you and your family. This is supplemented with performance reviews, updates on financial markets, opportunistic investment opportunities, and invitations to client events.
Contact Us

CONTACT US

Connect with us at anytime. We look forward to learning more about your goals, values, and priorities and demonstrating how we can help you achieve your vision.