Our Investment Process

Step 1 Discovery Meeting

In our first meeting, we work with you to gain a complete understanding of your financial situation. We identify your goals, values, and priorities that factor into financial decisions, and develop an understanding of your tolerance for investment risk.

Step 2 Goal Achievement Analysis and Strategy

Based upon your financial situation, we evaluate your probability of achieving ideal and acceptable goals, creating an investment strategy most fitting to help you meet your objectives.

Step 3  Investment Strategy Meeting

In our second meeting together, we sit down with you to present our investment strategy recommendations. We review the recommendations and our analysis of current market trends and opportunities, and then answer any questions you may have.

Step 4  Execution of Your Investment Strategy

Upon your approval, we identify potential investment opportunities, structure your asset allocation, and create a precise mix of investments to suit your specific goals.

Step 5  Comprehensive Wealth Management Planning Meeting

With your goals and investment strategy in place, we meet with you to discuss and create a plan for your broader wealth management needs. During this meeting, we will map out comprehensive goals for estate and risk management, education saving strategies, and intergenerational and philanthropic planning.

Step 6  Monitoring Your Plan

Our team regularly monitors your investment plan in light of current global economic conditions and together we can discuss reallocating your portfolio as necessary. We also meet with you regularly to review any changes in your life strategy and adjust your plan as necessary.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals