Wealth management that's proactive and personal
At Mendham Capital Management, our service has been shaped by our collective wealth of experience in providing financial planning guidance for families and individuals. Beyond understanding the ways in which wealth touches each facet of one’s life, we are also adept at anticipating how outside influences and events can spark change. This proactive approach and the truly personalized financial service rely upon our thorough understanding of you and your goals, a partnership built on a comfortable rapport, transparent communication and face-to-face interaction.
Not only do we feel this approach is essential to the quality of service you deserve, but it’s a process we genuinely enjoy facilitating with each of our clients.
Your distinctly tailored financial plan
A customized financial plan serves as the blueprint for pursuing and helping you with your goals. Our process gives us an orderly way to identify relevant strategies for moving forward and fully addressing your needs. These basic steps outline the process we use for building your financial plan.
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First we’ll build an understanding of your personal goals, current financial situation, investment experience and risk tolerance. We’ll also make you aware of our capabilities and explain the services we offer that can help you meet your objectives.
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Next, we will analyze what you’ve shared with us in order to design your plan. This step may include collaborating with your other professional advisors such as your accountant and lawyer. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.
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With your approval, we will execute your customized strategy using the extensive research and resources available to us through Raymond James. This involves the selection of specific account types, investment products and optional services, and the handling of all necessary paperwork.
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Once your plan is implemented, we will review its progress relative to your defined objectives and suggest any changes where needed. We accomplish this by providing reporting of your account activity and by conducting reviews. A key to this step is your involvement and communication of any significant changes in your life.
