How We Do It
The Wealth Management Formula
The Power of a Professional Network
After getting to know you through a discovery process, we can put together a Total Client Profile. This captures your goals, important relationships, interests, and values.
We then use our consultative process that brings together various professionals to collaborate on tax planning, estate planning, assets protection, and charitable giving strategies to see if any gaps exist in your current plan.
Bringing these professionals together in a single room provides for key brainstorming conversations that allow us to come up with actionable steps to address the gaps. These steps are measured and tracked as an action plan that is put in place on things you wish to address first.
The collective perspective of a team rather than one individual's advice is critical to effective wealth management
Wealth Management is simply the art and science of solving financial and related problems and concerns to enhance your financial situation.
Five Biggest Concerns of the Wealthy
Research indicates that, of the wealthy couples surveyed, 5 main concerns in managing their wealth exists*. These concerns are:
Wealth Preservation
Consulting on the best allocation of investments that meets their risk levels while still helping them towards reaching their goals**.
Efficient Tax Planning
Maximizing various tax strategies to legally lower their tax burden.
Estate Planning
Transferring wealth to family or loved ones.
Asset Protection
Protecting and safeguarding their wealth.
Strategic Charitable Giving
How to take advantage of various giving strategies that maximize the benefits for both the giver and receiver.
*Russ Alan Prince and David A. Geracioti, Cultivating the Middle-Class Millionaire, 2005.
**Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.
Now that you know how we do it, find out who we are
