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Process

Our service is integrated, so we can address the various aspects of your wealth and keept it all organized through one central plan.

STEP 1

Goal Definition

We start with goal definition because it allows us to build a portfolio and all-encompassing wealth strategy without taking on any more risk than is necessary.

STEP 2

Wealth Vision

After reviewing the relevant financial documents, we come back to you with a clear outline of what it is you want to accomplish, the possible vulnerabilities and our recommended strategies.

STEP 3

Portfolio Design

We design a custom, well-diversified portfolio with an eye to mitigating both risk and tax. We present your portfolio and walk you through the strategies at work.

STEP 4

Implementation
and Coordination

In coordination with your existing professionals and our specialist network, we help implement your wealth strategies, and initiate our ongoing communication process.

STEP 5

Ongoing Resources

We act as an opening resource for new ideas and open discussions, and we actively maintain your integrated financial strategies.

Our Integrated
Wealth Process

Our service is integrated, so we can
address the various aspects of your
wealth and keep it all organized
through one central plan.

Our Integrated

Wealth Process

We start with goal definition because it allows us to build a portfolio and all-encompassing wealth strategy without taking on any more risk than is necessary.

After reviewing the relevant financial documents, we come back to you with a clear outline of what it is you want to accomplish, the possible vulnerabilities and our recommended strategies.

We design a custom, well-diversified portfolio with an eye to mitigating both risk and tax. We present your portfolio and walk you through the strategies at work.

In coordination with your existing professionals and our specialist network, we help implement your wealth strategies, and initiate our ongoing communication process.

We act as an opening resource for new ideas and open discussions, and we actively maintain your integrated financial strategies.

“Our strength lies in our ability to connect with people and their families on a personal level. By simplifying the complex, we focus on helping clients confidently move forward through the next chapter of their lives – which could mean starting a new business, sending children to college, retiring or becoming grandparents.”

Ann Hollis-Young, AAMS
Managing Director, Senior Wealth Advisor
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