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Your Accounts All in one Place

Wealth Management

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We offer solutions for your personal, family & business financial life

Our job as we see it is to leave no stone unturned to find the best financial solutions for each of our clients and their families.

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Are you comfortable with financial decisions that are currently being made?

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Working with our firm is easy & comfortable. We do the heavy lifting while you can sit back, relax and review.

Keeping the Goal in Mind

We spend all of our client time understanding the facts before implementing a solid plan. Keeping in mind the only real goal is to preserve, protect and grow our client’s wealth.

 

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Our Process

Wealth Management Consultative Process

[rt_fancy_text_box_style style_variation=”six” fancy_textbox_title=”Initial Discovery Meeting” fancy_textbox_subtitle=”” fancy_textbox_content=”We Complete a Discovery Process” fancy_textbox_icontype=”icon” fancy_textbox_icon_icofont=”icofont icofont-look”]
[rt_fancy_text_box_style style_variation=”six” fancy_textbox_title=”Investment Plan Meeting” fancy_textbox_subtitle=”” fancy_textbox_content=”Presentation of Investment Plan Meeting” fancy_textbox_icontype=”icon” fancy_textbox_icon_icofont=”icofont icofont-paper”]
[rt_fancy_text_box_style style_variation=”six” fancy_textbox_title=”Mutual Commitment Meeting” fancy_textbox_subtitle=”” fancy_textbox_content=”Confirmation of Commitment” fancy_textbox_icontype=”icon” fancy_textbox_icon_icofont=”icofont icofont-users-social”]
[rt_fancy_text_box_style style_variation=”six” fancy_textbox_title=”45 Day Follow-Up Meeting” fancy_textbox_subtitle=”” fancy_textbox_content=”Organization of Account Paperwork” fancy_textbox_icontype=”icon” fancy_textbox_icon_icofont=”icofont icofont-history”]
[rt_fancy_text_box_style style_variation=”six” fancy_textbox_title=”Progress Meeting” fancy_textbox_subtitle=”” fancy_textbox_content=”Review of Progress” fancy_textbox_icontype=”icon” fancy_textbox_icon_icofont=”icofont icofont-chart-histogram”]
[rt_fancy_text_box_style style_variation=”six” fancy_textbox_title=”Investment Plan” fancy_textbox_subtitle=”” fancy_textbox_content=”Diagnostic of your current situation. Our recommendations for moving forward along with details on our investing approach” fancy_textbox_icontype=”icon” fancy_textbox_icon_icofont=”icofont icofont-newspaper”]
[rt_fancy_text_box_style style_variation=”six” fancy_textbox_title=”Spanning the Globe” fancy_textbox_subtitle=”” fancy_textbox_content=”Our global team of professionals will apply their skills to evaluate many aspects of your financial situation and devise appropriate solutions.” fancy_textbox_icontype=”icon” fancy_textbox_icon_icofont=”icofont icofont-globe-alt”]
[rt_fancy_text_box_style style_variation=”six” fancy_textbox_title=”THE PROFESSIONAL NETWORK” fancy_textbox_subtitle=”” fancy_textbox_content=”Team of carefully selected professionals, each with a high level of skill in key financial areas” fancy_textbox_icontype=”icon” fancy_textbox_icon_icofont=”icofont icofont-people”]
[rt_fancy_text_box_style style_variation=”six” fancy_textbox_title=”Technology” fancy_textbox_subtitle=”” fancy_textbox_content=”Using analytics to assess your situation is in our DNA. We use technology as an asset while using our human resources to make the final decisions.” fancy_textbox_icontype=”icon” fancy_textbox_icon_icofont=”icofont icofont-computer”]