A principled approach To serving you
Our wealth advisory team is privileged to serve a select group of physician specialists, business owners, professionals and families. We find great fulfillment in helping them pursue their financial objectives and their aspiration for a work-optional lifestyle – and the freedom and flexibility it affords.
It’s why we’ve worked so diligently to develop our P3 Investment Process – to bring all the pieces of their financial puzzle together, and give each client we serve confidence in their future.
Our pledge to you
- The first step in our P3 Investment Process is the promise to be passionate about clearly defining your goals, dreams and objectives.
- Clients using our CorePlus strategies will have their portfolios carefully reviewed by the Brechnitz Group of Raymond James team. We will review the progress of your plan relative to your defined objectives and suggest any changes where needed.
- Your wealth management plan will be personalized to your specific situation and needs, using our proprietary process and never an off-the-shelf solution.
- We will consider your risk tolerance and make risk management paramount in the process and strive to never take more risk than necessary to attempt to achieve your goals.
- One week prior to your progress review, in the third leg of our process, you will receive a written agenda – to which you may add any items you wish to discuss.
- Our entire office is dedicated to serving your wealth management needs, and any inquiry will be responded to within 24 hours.
- We practice complete transparency in disclosing our management fees and all performance figures. Discussions will always be on a net basis (after all fees and expenses).
- Your personal and financial details will always be protected and confidential.
