focused on your needs

    Our Process

    We follow a disciplined and systematic process to help you define, manage, and realize your goals.



    The most important part of wealth management is understanding what your goals are. Our first meeting is designed to understand where you want your money to take you. We’ll also determine if your comfortable working with us to attain your goals.



    Once we have decided to work together, we will evaluate your existing financial information and assess where you currently stand against your goals.



    Using our portfolio analysis software and financial planning programs, we will create reports that identify your current positions, then design customized strategies to help strengthen your financial position.



    We will meet to discuss where you stand against your goals and the opportunities available to you. We will provide recommendations and determine the action steps you are most comfortable with. We will partner with you in making this decision and we’re here to provide options and advice, so you understand all aspects of your wealth management process.



    Once we have set you on your wealth management path, we will monitor your assets and make recommendations for any changes required as your needs evolve. We will have regular check-ins and review meetings to help insure you continue on the path toward your goals.


    Advanced Technology

    We use advanced planning technology to better serve your needs. One example is Riskalyze, which we use to help ensure your portfolio aligns with your investment goals and expectations. Together, we can take the guesswork out of your financial future.

    Pieces of the Puzzle

    Services We Offer

    Your personal financial plan will depend on your individual goals, circumstances, and desires. These are a few of the services we offer to help you achieve your goals:


    During the accumulation phase, the goal is to grow your assets. We will work with you to create a customized investment plan to help you expand your portfolio. We use asset allocation to diversify your portfolio as we aim to mitigate risk and optimize returns.

    • The goal of asset allocation is to balance the risk and reward ratio of your portfolio to a point that is comfortable for you.

    Risk Management

    Risk management is about examining potential risks that may impact your assets now or in the future. These risks may come from natural disasters, market downturns, accidents, illness, or other sources. The goal of risk management is to identify these risks and establish a plan to help minimize their impact on your future.


    Minimize the Risk

    Changing your investment to help reduce a high-risk investment in your portfolio is one way to minimize potential risk.


    Mitigate Risk

    Risk mitigation is a plan that will lessen the impact of a risk. For example, we wear a seat belt to mitigate the risks involved in driving.


    Asset Protection

    In some cases, we may take steps to protect your assets from risk through insurance, asset repositioning, or other protections.



    Insurance can help you recover from a loss, so we can work with you to make sure you’re protected.

    Business Planning

    If you own a business, it may be your single greatest asset. You need an experienced financial advisor to help you understand the nuance of financial planning for your business, including:


    Executive Compensation

    Payment to the owner of the business can take place in different ways, and this can impact taxation and financial planning.


    Succession Planning

    When it’s time to transition your business to a new owner, succession planning helps you have a smooth transition.


    Taxation Planning

    Taxes are a fact of life. We can work with you to help minimize the tax burdens you face now and in the future by understanding your distinct circumstances and navigating the evolving tax laws.


    Retirement Planning

    We can help you with proper financial planning through the accumulation and distribution phases of your retirement.


    Estate Planning

    Estate planning is a way to ensure that your wishes are respected and that your assets are distributed in the way you want.

    How We Use Riskalyze to Serve You

    Riskalyze is technology that helps accurately pinpoint your acceptable levels of risk and reward. Click this button to capture your risk tolerance and see if your portfolio fits you.

    Find My Risk Number