Coordinating Your Wealth
Your wealth is made of (millions of) dollars and cents. But managing your wealth means figuring out what makes most sense for every last dollar.
That’s why we take a “family office lite” approach: To oversee the entirety of your investments and financial potential.
That’s why we take a “family office lite” approach: To oversee the entirety of your investments and financial potential.
What To Expect
Goals are rarely achieved without a plan. And to make the best possible plan for your goals, each client experiences an in-depth process:
Discover.
You’ll tell us a little about yourself and what you want from working with a financial advisor. Don’t worry, this is a “no judgement” zone, so we want you to tell us everything. During this step, we’ll learn if working together makes sense.
Plan.
We’ll use advanced investment planning software (named eMoney) to analyze your assets, timeframe, risk tolerance and more. Then, we’ll share what we believe will achieve your legacy goals in a way that meets your investment objectives and risk tolerance. Yes, you get to keep this plan — even if you don’t become a client.
Schedule Your Discovery Session
Launch.
We put your plan in motion once you feel completely comfortable and give us the go-ahead.
Delight.
You’ll receive a handwritten note (and tokens of gratitude) to welcome you on board as part of the Wellesley Private Advisors family.
Lifelong Support.
Whenever you have a question about your plan, or you just feel like talking, we’ll be here. We’ll also schedule time to formally review new goals you have or ideas we want to share so you’re served the best we can.
Complete Wealth Care Under One Roof
Call our team for a no-pressure conversation to learn how we can help.