Long-term investment success means different things to different people. The best investment plan for you depends on your specific circumstances and objectives. That is why we began the investment planning process with a discussion during our Discovery Meeting of your values, goals, relationships, assets, advisors, preferred process and interests. We want to build you a plan to maximize your wealth, not just your portfolio.
Over the years, the term Wealth Management has become a catch all phrase that more often than not simply connotes investing money or selling some financial product de jour.
We approach this a bit differently. We define wealth management as follows: