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Our Process

Finances, whether personal or professional, are complicated. While we can’t change this fundamental truth, we can help you make sense of your unique wealth situation.

Our simple and effective process was designed to clear confusion by guiding our clients on their personal journey towards financial wellness. Working in collaboration as a team, we will help you define, prioritize and pursue your goals through a comprehensive five-step process.


  • Discovery: This initial meeting allows us to get to know you, and you to get to know us. You will meet one-on-one with one of our advisors and chat about your current concerns and future goals.
  • Education: Once we have an understanding into your personal, professional and financial life goals, we will discuss risk/reward characteristics of different asset classes, and their contributions to the overall portfolio asset allocation. Rather than tell you what to do, we take the time to educate you so that you can make well-informed decisions with confidence.
  • Recommendations: Your advisor will present you with an optimal blend of investment vehicles to help you pursue financial wellness. Your personal situation, risk tolerance level, and defined goals will all be incorporated in the recommendations we present.
  • Implementation: After walking you through your personalized strategy, we will employ investment methodologies to construct your portfolio in the most effective and efficient manner possible.
  • Active Management: Your plan will be designed to move and change with you, as life evolve and markets fluctuate. Our team will actively manage your portfolio with ongoing reviews to help ensure optimal performance.


Big or small, we understand how difficult it can be to trust someone with your financial nest egg. You should know that from the first time you call our office, you are our number one priority. We will do everything we can to ensure your confidence throughout the process, and will always be there for you to answer questions and address concerns.

Give us a call today, and let’s begin your journey towards financial well-being, together.