Goals Identification

During your initial meeting with your wealth advisor, you will get to know each other at a deeper level so your wealth advisor can help you identify what to improve or change as it relates to your wealth. 

Strategic Plan

Your wealth advisor will conduct a portfolio analysis on your current investments, and review your statements, and create a plan together to ensure your goals and objectives are fulfilled. 

Strategic Solution 

Once we understand your goals, objectives and risk tolerance, we will then tailor an investment strategy. Our process-driven, time-tested strategies are managed by our investment committee and research team. 

Communication 

Once our strategy is in place, you will decide how we will communicate to each other via phone, email, webinars and appointments etc. You will also have client access to your accounts and performance reports by accessing our website.