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Our Process

Holistic wealth planning involves more than just portfolio discussions. The 7 Step Wealth Management Process takes a holistic approach to wealth planning. Through a written customized wealth management plan our team addresses the various areas of wealth planning including tax minimization planning, estate planning (as it relates to investments), retirement income planning, philanthropy, business succession, portfolio construction and management. The process takes clients through 5 initial meetings with our team, followed by a meeting with a tax lawyer and or Notary. Once the plan has been implemented, a structured review program is put in place that includes regular wealth planning and portfolio assessments.

The 7 Step Wealth Management Process

Wealth Managemnet Process