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
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
(Wealth Enhancement: tax mitigation and cash-flow planning)
(Wealth Transfer: transferring wealth effectively; may not be within a family)
(Wealth Protection: risk mitigation and transferring risk to insurance company)
(Charitable Giving: striving to maximize charitable impact)
(Client Relationship Management)
(Professional Network Relationship Management)