The Peninsula Difference is in our disciplined approach.
Peninsula Investment Philosophy & Process
It is rare to find a team quite like ours, meticulously assembled to offer the depth of knowledge, resources and commitment required to manage and preserve our clients’ wealth in a most prudent and responsible manner. Our experienced professionals are committed to building close relationships with our clients and their families because doing so enables us to open up the conversation to more than just investments.
Instead of just serving as financial advisors, we’re here to help you make important decisions on all money-related matters – beyond just investments, beyond just today.
So, what sets us apart?
We believe financial planning is a necessary prerequisite to investing. A financial plan is your roadmap outlining where you are today and how you get to tomorrow. In short, it’s how you achieve your vision. It also uncovers and highlights your financial blind-spots. Once we understand those components, only then can we make thoughtful recommendations on how to manage your assets prudently.
We believe consistent communication is a key component in our ongoing relationship. Every client has a scheduled monthly (or quarterly) call. The agenda includes the items uncovered in your financial plan, as well as our ongoing investment monitoring and performance updates. We also integrate our clients’ tax advisors, legal advisors or their company CFO into the call schedules to help ensure comprehensive and well-coordinated planning. On an annual basis, we meet to update the financial plan, check the progress we have made over the course of the year and make any necessary changes.
We believe our consistent process and attention to detail is exactly what you should expect from a trusted financial partner like Peninsula Private Wealth.
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At Peninsula Private Wealth, every client receives a financial plan. We do this by spending time with you to ascertain and understand your vision of the future, overall financial situation, investment experience and risk tolerance. During this time, we also provide the framework for how we think and operate so you have a clear understanding of our robust capabilities and services, and how they can be tailored to you.
Only then will we begin to analyze the information you’ve shared and draft a personalized plan accordingly. This step may also include collaborating with other professional advisors such as your accountant and lawyer. Once we’ve finalized our thoughts, we then like to sit down again with you to review the plan, explain our rationale behind it, and outline what steps we’ll take to implement it – including the transfer of outside accounts, building out the portfolio and the handling of all documents.
After your financial plan is implemented, we will continually monitor its progress relative to your defined objectives. As we look to provide guidance beyond your wealth, part of our integrated planning means keeping abreast of any changes in your life and advising when revisions to the plan are warranted. Our team will provide ongoing reporting of your account activity and conduct periodic reviews so we can be sure to cover all aspects of your financial future.
- 325 N Old Woodward Ave Ste 320 Birmingham, MI 48009-5335
- T 248.593.2998
- TF 888.475.2265
- F 866.522.9597
- 20 W Washington St Suite 2 Clarkston, MI 48326
- 1421 Pine Ridge Rd. Suite 300 Naples, Florida 34109
- 100 Saint Paul St. Suite 600 Denver, CO 80206-5142
