We understand how important it is to protect and preserve all that you have. Our planning process is designed to provide both of us with a solid foundation and clear direction. Initially, our conversations can help us determine if we are all aligned in our thinking and approach to pursuing your wealth management goals. A deeper dive can help us understand the values that inspire you, as well as your priorities and concerns.
After a thorough review of your current situation – your assets, liabilities, and all your other important financial information – we’ll thoughtfully analyze everything we learn and may collaborate with your other professionals to ensure our collective guidance is consistent and cohesive. Based on this comprehensive review, we’ll provide recommendations and your personal investment plan that is designed to help us guide you on your course to implementation. Of course, we will revisit and update your plan should any changes occur in your circumstances over time.
Guided by your personal investment plan, as one of our advisory clients, we put your strategy to work, diligently navigating its investment guidelines, risk parameters and the potential impact of market movements. We'll then select from our proprietary investment platform.
At OnPointe Wealth Management, our recommendations are completely product- and platform-agnostic and are based on what works best for you. We protect and preserve your wealth first, and then focus on returns that can get you to where you need to go with the least amount of risk.
At OnPointe Wealth Management communication is a top priority, and we are happy to meet with you as often as you prefer. During regularly scheduled meetings, we will review progress toward your goals including the effects of current economic and market developments. We’ll also want to hear about what is going on in your life and update your plan to reflect any changes in your goals and or circumstances.
Most important, we will work tirelessly to ensure you have the support you need to plan for tomorrow and live for today.