Interactive, Collaborative
Your wealth plan isn't meant to be read and filed away — it's meant to be lived. That's why our clients experience a dynamic step-by-step planning process, driven by current technology and delivered with a human touch.
We’ll meet to see if we’re a good match
while learning about your hopes, concerns and goals, which we'll capture in your wealth profile.
We’ll use cutting-edge tools
like eMoney, along with industry best-practices, to create a goals-based wealth plan and propose your Private Investment Management® (PIM) portfolio.
Why eMoney?
- All of your assets and liabilities are in one place to give you a complete financial picture
- Easy-to-understand visuals that illustrate ways to improve your expected outcomes
- “What-if” scenarios show you the pros and cons of making different decisions
- Goal setting and tracking helps keep you motivated and informed
IMPORTANT: The projections or other information generated by eMoney regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
What PIM Means for You
- Rigorous due diligence, informed by sophisticated technology
- A personalized approach to designing your portfolio
- “Hands on” management to respond quickly to your needs
- Direct access to the team that's managing your portfolio
- Lower expense ratios
PIM Requirements:
- Advanced portfolio management training course
- Two years minimum portfolio management experience
- Five years industry experience
- Ethics exam
IMPORTANT: The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the advisory disclosure documents for a full description of our services. The minimum account size for this program is $50,000.
Your new plan
is put into motion. When suitable, your plan might include a variety of wealth management services.
During our first review of your plan,
we'll make sure all your questions are answered, that you can access your accounts online and feel like what we've done makes sense.
We'll meet throughout the year
to discuss your plan's progress, identify new opportunities and respond to changes in your life and changes in the capital markets.
Improve Your Wealth’s Potential
Want to start with your wealth profile? Schedule time with our team of second-generation wealth advisors.