Broker Check

Our Process

Our Wealth management Company Consists of the Following:

Investment Consulting+ Advanced Planning+ Relationship

Advanced Planning Includes:

Wealth Enhancement, Wealth Protection, Wealth Transfer and Charitable Giving

Relationship Management Includes:

Client Relationship with our team and Professional Relationships with Attorney's CPA's Insurance Companies, Fidelity, ed Slott and More.

As part of our our effort to ensure that we understand Our clients' unique financial needs and can assist them in creating a pathway to reach their goals, we follow a disciplined five-step process.


Step 1: Wealth Review

We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you.

Step 2: Wealth Planning Session:

The primary Objective of this stage is to develop an effective, long term investment strategy that is custom tailored tot he unique needs of each client. we then develop a comprehensive proposal that outlines the strategy recommended for long-term success. This proposal that outlines long-term success. This proposal is shared with you during the second meeting at which time we review our strategies ad explain the value behind our recommendations.

Step 3: Wealth Plan Delivery & Execution

The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Step 4: Advanced Planning

We monitor our client's accounts on a regular basis to ensure it is still performing in a way that meets their intention. At times, this calls for us to modify an existing strategy or develop a new one, and the process starts over again. In this way, we can ensure we are always adapting to your needs and to the demands of global markets.

Step 5: Annual Review

Review progress and make adjustments as needed.