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Our Process

Wealth Management Process

Our wealth management process is centered on taking a holistic approach to helping you reach your goals and objectives. We will meet with you to gather all of the facts that we need in order to assist you in developing a plan aimed at helping you with your goals and objectives.  Wealth Vision is the platform by which we develop your plan by consolidating the information we gather in our consultations with you. 

 





 

Investment Management Process

As your investment partner, we aim to help you with your unique financial goals and objectives. After developing a thorough understanding of your risk tolerance and short- and long-term goals, we will work together to create a customized investment plan designed for you. In order to accomplish this, we will take you through the investment consulting process, which is designed to help us determine how to best address your financial goals and dreams. Our process includes four basic steps.


Discovery

  • What are your hopes and dreams?

  • Do you have a high or low risk tolerance?

  • Do you have any specific tax considerations?

  • What is your investment objective?

  • What is your time horizon?



Design a plan

  • Investment portfolio recommendations 

  • Customized asset allocation strategies 

  • Do you have any specific tax considerations?

  • Wealth Management Services 

  • Diversification 

Implement

  • Establish Account(s) 

  • Process all asset transfers

Review

  • Quarterly portfolio performance reports

  • Ongoing due diligence of investment managers

  • Periodic reviews

  • Portfolio rebalancing 

  • Client education through newsletters and seminars