What is the wealth management process?
Once we have a clear path of where you want to go and what you have, our team will craft a personalized investment policy statement (IPS) that includes an investment 101 webinar with our director Elaine King, CFP®, CDFA™, here you will be able to make your own supervised decisions and choose investments that make sense to you and your values. The process starts by collecting all of your investment accounts, ensuring that the risk, return and fees match your goals and finally put it all together and review it on a quarterly basis. The IPS will answer the following questions
- Do you want growth, income or safety?
- How long do you want your money invested?
- Do you want to reinvest, rebalance or take regular withdrawals?
- How much money do you want in each asset class (stocks, bonds, real estate, cash for example)
Wealth management is an investment advisory service that creates a strategic allocation to your investments. Our differentiator is that we will include all of the assets in your personal balance sheet to create a unique experience and result together.