Protecting and Conserving Your Wealth
We have developed a defined process that allows us to work directly with each client to create customized strategies and solutions.
Following this disciplined process focuses on our clients’ short-, medium- and long-term objectives and positions them to benefit from our comprehensive approach to consulting and wealth management. Through each step, we discover, strategize and implement the right plan to grow, protect and conserve wealth.
Eight Steps to Success:
1. Initial Meeting
An introduction to determine if there is adequate common ground to proceed;
2. Data Gathering
A collection of all pertinent information regarding your current situation, goals/objectives, and to identify potential barriers to success;
3. Discovery Letter
A complete summary and restatement, in a letter format, sent for the purpose of clarifying accuracy of information and understanding of any challenges;
4. Create the Plan
Exclusively created using all the pertinent information collected, we provide recommendations and alternate solutions that are focused on stated goals and objectives;
5. Plan Review
Discuss the plan in detail and agree to a strategy for implementation;
6. Implement the Strategy
Starting with immediate and urgent items with movement towards areas that will support medium- and long-term objectives;
7. Periodic Review and Revision
Because of our dynamic and continually changing environment,it is extremely important to keep the plan current by making revisions when and where necessary.
8. Active Due Diligence
An important aspect of our approach is our commitment to due diligence and our “know who we own” mentality. We have years of experience analyzing investments and our access to global research allows us to conduct complete due diligence behind every investment across our practice. Open communication with management teams and consistent dialogue with active fund managers and industry analysts ensure decisions are always calculated and informed.
