Our process creates the foundation upon which to manage your wealth
The comprehensive approach we take to managing wealth is vital to the construction of your portfolio and overall financial plan. That is why we use a detailed consultative process to help ensure we address all aspects of your financial life. This process enables us to learn about you personally, such as your attitude toward investing and your tolerance for risk. We also take into account your current financial picture, explain our strategic approach behind the investments we make and provide you with recommendations for moving ahead.
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We begin with the art of discovery – where we will use a variety of tools including questionnaires and interviews to understand your personal goals, current financial situation, investment experience and desired level of risk. To help ensure your comfort and confidence in working with us, we’ll introduce our capabilities and the vast array of services we offer to help you pursue your objectives.
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Our team will analyze the information you share with us and design impeccably tailored solutions intended to help you pursue your objectives. Because of the comprehensive nature of our services, this step may involve collaboration with your other planning professionals such as your CPA, attorney and insurance professional. When we present our recommendations to you, we will answer your questions, consider alternatives and outline the steps necessary to implement your plan.
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Once you approve your plan, we will implement your personalized strategy using the extensive tools available to us through Raymond James. In this important step, we will employ the science of selecting specific account types to constructing your portfolio, which may include a discretionary account, independent money managers and other appropriate investment solutions. In an orchestrated fashion, we will manage all the necessary paperwork and see to all of your administrative details.
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Once implemented, we will continually monitor the progress of your plan relative to your defined objectives. We will also provide ongoing reporting of your account activity, meet and speak periodically to review your portfolio’s allocation and performance, and check up on your current circumstances so that we may learn of any new goals since your plan was first implemented. We believe that where your well-being is concerned, every detail – both great and small – deserves our complete undivided attention.
