We start with a sound framework – one based on detailed financial information and careful calculation. Because markets, families and goals are always changing, our team is prepared to lead you through those changes. We provide fully integrated, goals-based financial solutions to help families, businesses and organizations build, manage, preserve and transition wealth. Our team will connect you with our network of trusted professionals, or work with your existing professionals such as your attorney, accountant and insurance agent, to help enhance your wealth plan by creating a cohesive financial strategy. Our collaborative approach, and sound wealth management process is designed to deliver results for our clients.
Step 1 : Understand your goals
We conduct a personal interview with you to obtain the background data needed to develop your plan. If appropriate, we also consult with other professional advisors, including your attorney and tax advisor, to understand all pertinent details of your financial circumstances.
Step 2 : Develop a plan

Our second meeting is designed to develop a shared vision of your dreams. We will prepare a comprehensive presentation for you to consider, and you will have the opportunity to raise questions and confirm the interpretation of your investment goals. We will then review specific investment recommendations for your approval.
Step 3 : Implement recommendations
We believe it is imperative that you understand and are comfortable with your investment strategy. Once we have worked out the details with you and received your approval, we will put your plan into action.
Step 4 : Evaluate progress
Investing is not a one-time event. Rather, an investment plan requires timely maintenance to help ensure that it stays on target. Your plan can be reviewed as needed, and the allocations within your portfolio rebalanced as necessary based on changes in the markets or your life. Once your plan is in place, you will be able to receive monthly statements (as long as there is activity in your account), costbasis tracking, and e-statements. We are also willing to sit down with you whenever you have questions, concerns or ideas.