Integrated Wealth Management Process
Integrated Wealth Management Process
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I always had an interest in the investment business, and it came from my grandfather, frankly, where I used to actually watch the ticker tape if you can believe it. The only thing I knew at the time was Red's bad and green is good. Twenty years ago, the industry was all about pure investments. You try and take a certain amount of money and make it grow. Products were changing. There was a whole slew of [00:00:30] new investment products developed. Investors have a lot more needs than simply managing their money. And what we've tried to do now in the last 5 or 10 years as an industry is create an integrated approach and develop this integrated wealth management process.
We usually start with an initial meeting, which we go through a streamlined process that helps identify areas that many people may not even thought of are important to them. And [00:01:00] through that process, we discover is working with us going to fit with you and are we working with you going to fit for our model of what we can deliver to you?
The Integrated Wealth Management Program really identifies what's important to you. We discover and develop some plans around that. And of course, investment strategies are a part of that. And then we have a team of experts that are monitoring everything for you behind the scenes. And the plan is that we continually are adjusting and developing as time goes [00:01:30] on and the needs change and your needs and wants are going to change and what's important to you will change over time.
I really enjoy the ability that we're given here to help clients through a variety of stages of their life. Anything that happens in their life is important to them and therefore it's important to us. And I get great pleasure in helping clients through that process no matter what it is. Our team has over 100 years of experience in the industry. Really, what we're always trying to do [00:02:00]is run a very personal practice.
Someone's always here to answer the phone and we're delivering peace of mind to our clients. Everything that you're going to go through throughout your financial life, we've probably seen it and we can help with that. And everybody on the team has the same goal in mind, which is providing peace of mind to to our clients
Integrated wealth management process
Our team of advisors will work with you to develop a comprehensive wealth management plan with a flexible framework, in order to maximize your financial resources for your long-term financial future. It's a process of identifying your goals, needs, objectives and life dreams, then helping to turn them into a reality. Once we have discovered and developed a plan that fits you and your family, we quarterback with a team of experts to identify a pla...
Discovery
Identify what is important to you and is there a fit?
Develop
Build a road-map to address what's important to you and fill any gaps.
Implement
Strategy selection, sample portfolios and structuring your investments.
Ongoing Delivery
Team introductions, client engagement and goal-based reporting.
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