Discovery & Goal Setting
Our first step always begins with building a relationship between our advisors and clients. During this phase, we discover what is most important to a client, and we explore such factors as future college educations, next-stage business activities, business succession, vacation homes and philanthropic legacies. This diagnostic process forms the foundation of an integrated wealth management solution that ultimately enables our clients to build, preserve, enjoy and then transfer their wealth.
Typically, we include the following areas of discovery:
- Reviewing all relevant financial and legal documents
- Examining current financial holdings, including real estate portfolios
- Inquiring about concerns related to a client’s current portfolio and estate plan that may not be in alignment with a client’s goals
- Gaining clarity on a client’s risk tolerance and any unique situations that need consideration
Once sufficient information is gathered, goals are identified and the wealth management plan is created. Our experienced advisors integrate the investment process with the wealth transition process ensuring that every appropriate strategy is considered for our clients’ benefit.