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Our Process

Earning your partnership at every step.

We are honored by the trust our clients put in us—and we work hard to earn that partnership every day. Our five-step process helps us evaluate your unique situation, build customized strategies that are tailored to address your needs, and measure growth along the way.

1<br/><br/> Consultation <br/>and<br/>Discovery

1

Consultation
and
Discovery

We begin by asking questions to understand you and your financial objectives. Working with you, we discuss your values, establish goals, identify challenges, gauge your risk tolerance, and cover any concerns or considerations you may have.

2 <br/><br/>Building an <br/>Investment <br/>Strategy

2

Building an
Investment
Strategy

After analyzing your current investment portfolio and assessing what we learned in the discovery phase, we match your goals with sound strategies. Because your needs are unique, your asset allocation and investment strategies are entirely your own.

3<br/><br/>Presenting <br/>Our <br/>Recommendations

3

Presenting
Our
Recommendations

We build a comprehensive wealth management plan that considers all aspects of your life. Depending on your needs, your fully customized plan may address retirement, family and estate planning, cash management, lending opportunities, insurance and more.

4<br/><br/>Implementing <br/>Our <br/>Strategy

4

Implementing
Our
Strategy

Once you approve our recommendations, we begin implementing your new investment strategies, opening new accounts, transferring existing assets, and executing trades that align with your objectives.

5<br/><br/>Ongoing <br/>Support

5

Ongoing
Support

Even after the “big decisions” are made, our efforts don’t stop. We continually assess your situation and your assets to ensure your goals are being met, and we proactively contact you if we think changes are needed. We can set up periodic review meetings, help you set up online access, or evaluate new opportunities as they come along. We’re happy to communicate as frequently as you like, via whatever channel you’re most comfortable with.

Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.