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Regular Progress Meetings
In this meeting we begin the process of reviewing progress towards meeting your goals and present you with advanced planning to address your financial challenges beyond investments. Advanced planning deals with four key areas: Financial Planning analyzes your key resources and answers the question – will you have enough. We provide you with retirement projections showing you what needs to occur for you to meet you retirement income goals. Wealth Enhancement aims to minimize the amount of tax you and your business pays. We work with your accountant to ensure all the unique aspects of your tax situation are taken into account in an effort to maximize your after tax income. Wealth Transfer provides a framework to efficiently and effectively pass assets to succeeding generations. We utilize the expertise of our wealth planning group along with guidance from your lawyer to provide you a written estate plan. Wealth Protection helps protect your wealth against creditors, children’s spouses and potential ex-spouses as well as helps protect you and your family against a catastrophic loss such as pre-mature death, disability or critical illness.
View published source ↗Investment Planning Meeting
We believe in a comprehensive and systematic approach to investing which explores all the opportunities available to you and your family. Using the information obtained through the Discovery Meeting we present to you a detailed investment plan describing your unique investment objectives and timeline, liquidity and income needs, and most importantly your tolerance for risk.These objectives will be reflected in your personal Investment Policy Statement (IPS), a portfolio 'blueprint' that summarizes how your portfolio will be managed. Your customized portfolio is designed to: Our investment philosophy is conservative in nature and our process utilizes top money managers. We base our manager select only on those we feel are best suited for our client’s objectives. Preserve your wealth and maximize return for your given level of risk Utilize appropriate tax planning strategies to mitigate and defer your overall tax liability on investments. Reduce risk through multiple asset class diversification, currency, and geography Provide a consistent portfolio mix through periodical rebalancing
View published source ↗Welcome
Our strength and differentiation lies in our consultative and collaborative approach we take with our clients and their key advisors. We view our clients as our partners and together help them organize their financial lives and make the right wealth planning choices for themselves and their families. Working with a small number of affluent client families we provide a high quality wealth management experience to preserve wealth and mitigate tax. As our clients’ key wealth advisors we help in all aspects of their lives whether it’s planning for retirement, the sale of a family business or the efficient transfer of wealth from one generation to the next. Click here to view 50 Ways We Make a Difference For more information please browseour site and contact us today to see how we can help.
View published source ↗Discovery Meeting
Our first meeting is an opportunity for us to get to know each other. We begin by taking a look at what’s important to you in your life: personally, financially, and otherwise. We’ll explore your fundamental values, financial goals and challenges as this helps us know what’s important about money to you. Along the way we’ll ask a lot of questions about you, your family, your goals and your financial experience. This is the Total Client Profile. Included in this meeting is a brief outline of our process, an explanation of the investment and planning fees, and how we get paid.
View published source ↗45 Day Follow-Up Meeting
For this meeting we’ll ask you to bring in all the paperwork since account set-up. We’ll help you organize your paperwork and understand the statements you receive. We’ll also provide you with your own Personalized Wealth Management Binder which you can use to keep all your important documents.
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