To meet your goals, our team continuously engages with you in deep conversations to understand where our clients are currently and their aim for the future.
The strategic wealth planning process includes financial planning and estate planning. Ongoing conversations will include reviewing advanced analytics, which we incorporate in clients’ financial data and expected cash flow, debt structures, family dynamics, charitable giving, and testamentary intent.
Our process leads to the synthesis of the client’s strategic portfolio allocation and investment policy with respect to portfolio management; a review of risk management; a banking and lending review; and a review of estate planning and trust needs.
Strategic Wealth Planning is an evolving process in which we consistently engage with you and update your plan, as needed. This leads to greater understanding, confidence and results.