Broker Check

Client Approach

Discovery Process

  • Identify your goals, values, dreams, special concerns, challenges

Develop comprehensive wealth management plan

  • Determine risk tolerance, analyze current investment portfolio, develop asset allocation strategy, portfolio construction

Investment strategy meeting

  • In person meeting to present recommendation

Execute Investment strategy

  • Open new accounts, transer existing assets, execute trades

Follow up and ongoing monitoring

  • In person meeting to present plan