Connect with an Advisor

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    Our Approach

    Identify Goals with a Personal Wealth Advisor

    During the initial meeting(s) with your wealth advisor, you’ll get to know each other at a deeper level so your wealth advisor can help you identify what to improve, develop or change as it relates to your money. By reviewing your completed confidential client profile, your wealth advisor will be able to determine your risk tolerance and family index rate of return need. Your long-term financial goals and objectives will be identified to set the foundation of your wealth plan.


    Expected Returns & Plan Development

    Your wealth advisor will conduct a portfolio stress test on your current investments and review your current statements. Our goal is to ensure your financial goals and objectives are in line with your level of comfort in taking on risk so your wealth advisor can design a personalized financial roadmap that meets your needs.

    Wealth Management Strategy Selection

    Education is the key to transparency. We want to help you understand our investment process and strategies because these important financial decisions directly impact your life. Once you have a thorough understanding, we’ll make recommendations on asset allocation and implement your personalized plan so you can live your life by design, not by default.


    Transparency from Investment Advisors

    Once your plan is set in motion, you’ll define how we communicate with you – phone, email, mailings or in-person – but you can expect us to deliver proactive, transparent communication and unparalleled service. You’ll also gain anytime access to statements and performance reports through our portal, Client Experience Optimizer (C.E.O.). Your wealth advisor will schedule annual reviews to ensure your financial goals and objectives remain current.