Our Wealth Management Formula
A simple and elegant process we follow to help our clients achieve what is important to them.
WM = IC + AP + RM
Wealth Management
=
Investment Consulting
Management of all investment elements seeking to maximize the probability of clients achieving all that is important to them.
- Portfolio performance analysis
- Risk Evaluation
- Asset allocation
- Assess impact of costs
- Assess impact of taxes
- Investment process
Advanced Planning
=WE
(Wealth Enhancement: tax mitigation and cash-flow planning)
+
WT
(Wealth Transfer: transferring wealth effectively; may not be within a family)
+
WP
(Wealth Protection: risk mitigation and transferring risk to insurance company)
+
CG
(Charitable Giving: striving to maximize charitable impact)
Relationship Management
=
CRM
(Client Relationship Management)
+
PNRM
(Professional Network Relationship Management)
