As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Our process is founded on the following formulas: WM = IC + AP + RM (Wealth Management = Investment Consulting + Advanced Planning + Relationship Management).
AP = WP + WE + WT + CG (Advanced Planning = Wealth Preservation + Wealth Enhancement + Wealth Transfer + Charitable Giving). Perhaps the most important aspect of your financial profile is to preserve the wealth you have accumulated to leave a lasting legacy to those who are most important to you. We are well versed in the various vehicles available to help you meet these goals.
RM = ERM + CRM (Relationship Management = Expert Relationship Management + Client Relationship Management). We have at your disposal a referral network of the finest experts in the region in matters regarding tax planning, estate planning, corporate law, etc. In order to make sure you are contacted according to your wishes we have an automated contact system that insures you are contacted at the proper intervals and your periodic reviews are scheduled regularly.
Once we conduct our initial discovery meeting we create a “Total Client Profile” which becomes a living document that is revisited during our systematic client reviews. You receive a copy of your “Total Client Profile” at your first review and when there are changes to your circumstances we update your document to keep it current. We seek to fill gaps between what you have and what you want.
We keep the number of relationships in our practice low so that we can provide the best service possible. However, every year we have a small increase in capacity which allows us to offer a unique service. Dubbed our “Second Opinion Service”, we are willing to perform a discovery meeting for anyone who you feel could benefit from the services we provide you. If during our discovery process we find that the person you have referred us is already well taken care of, we will simply confirm so.
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