Client Portal

Our Process

Before we discuss portfolios or strategies, we take the time to understand who you are: your goals, financial circumstances, and the values that shape them. Our wealth management process starts with you, not a template. 

Our First Meeting

During our first meeting, we’ll discuss your needs and share our backgrounds, firm philosophy, and investment process. Our intention is to build long-term, multi-generational relationships, and that starts with making sure we’re the right fit.

Your Plan

Whether you are approaching retirement, navigating a career transition, or preparing to transfer wealth to your children, we build a customized investment plan around your goals. We present it in plain language, so it’s as clear as it is sound.

Your Family

Our relationship extends across your family. Senior advisors work directly with wealth creators, while next-generation advisors build connections with your children, so continuity is built in from the start. 

How We Work Together 

This roadmap outlines how our relationship and your plan develop, from the first meeting through our ongoing partnership. 

Establish Relationship

  • Discussion of Financial Goals
  • Investment Process
  • Risk Profile
  • Communication Plan

Engagement

  • Collect Financial Data
  • Review Tax Situation
  • Discuss Transfer Process
  • Investment Agreements

Transition

  • Asset Transfer to Custodian
  • Confirm Asset Allocation
  • Review Cost Basis
  • Begin to Invest Portfolio

90-Day Review

  • How are we doing?
  • Portfolio Review
  • Cash Flow Planning
  • Estate Planning
Roadmap and time frames are approximate and may vary.

Ready to See How This Could Work for You? 

We welcome your questions about
how we work with clients. 
Contact Us