Our Process
Defying Conventional Wisdom. Redefining Wealth Management.
- Forward-Thinking Financial Insights
- Personalized Wealth Management
- Trusted By Top News Outlets
- Large Firm Resources, Boutique Service
Boutique Approach
We pride ourselves on blending the extensive resources and expertise of a large firm with the personalized, attentive service that’s typical of a boutique advisor.
This unique combination ensures that every client benefits from sophisticated financial solutions tailored to their individual needs, all while experiencing the warmth and personalized care you’d expect from a boutique firm. Our approach is designed to foster long-term relationships built on trust, understanding, and mutual respect.
- Extensive Resources & Expertise
- Personalized & Attentive Service
- Tailored Financial Solutions
- Warm, Family-Like Rapport
Our Philosophy
“Would you rather pay the tax on the seed or the harvest?”
Our philosophy is symbolized by the Three-Legged Stool, embodying the balance between growth, risk mitigation, and tax efficiency. Fundamental to our approach is the belief that every client deserves a meticulously crafted plan tailored to their unique financial landscape.
By viewing all investments through a tax lens, we ensure that strategies not only foster growth but also safeguard assets, integrating financial goals with strategic tax considerations for a comprehensive approach to wealth management.
Every client gets a personalized plan.
Our strategies balance growth and risk mitigation.
We look at all investments through a tax lens.
Step 1 Discover
During our initial meeting, collaboration is key as we work closely with you and your family to frame your financial goals and assess where you stand. We delve into understanding your aspirations, risk tolerance, and the timeline for achieving your objectives.
Leveraging our expertise in finance and law, we identify and address gaps with a concrete plan of action. This tailored approach ensures our strategies align with your vision, setting a distinct path for your financial journey.
- Identify Your Goals & Aspirations
- Evaluate Current Financial Plan
- Assess Risk Tolerance
- Establish the Groundwork for Partnership
Step 2 Access
In the second phase of our process, we conduct a thorough evaluation of your financial profile and current portfolio, pinpointing areas for growth and improvement. Our team identifies potential opportunities that align with your financial objectives, crafting a sample plan to showcase our strategic direction.
This crucial step concludes with seamless onboarding, including the transfer of funds, setting the stage for a partnership focused on achieving your financial goals through careful planning and execution.
- In-Depth Portfolio Evaluation
- Identify Growth Opportunities
- Risk Profile Assessment
- Draft Preliminary Plan
Step 3 Plan
During this phase, our focus sharpens on building your custom fiscal house. This process involves creating a personalized plan with our team that reflects your unique financial landscape.
We navigate through the qualification and application processes, ensuring every strategy is meticulously tailored to your needs. This stage solidifies the blueprint of your financial future, laying a solid foundation for wealth accumulation and preservation.
- Personalized Financial Plan
- Build Custom Fiscal House
- Institutional Managed Funds
- Qualification & Application
Step 4 Implement
The implementation phase marks the execution of your financial blueprint. Here, your personalized strategies are finalized, ensuring they perfectly align with your goals.
This dynamic phase allows for the assessment and necessary modification of the plan, guaranteeing it remains responsive to both your evolving needs and changing market conditions. This process establishes a solid foundation for wealth management, growth, and asset protection to drive you toward your financial aspirations.
- Finalization of Tailored Strategies
- Dynamic Plan Adjustment as Needed
- Execute Financial Strategies
- Foundation for Management & Growth
Step 5 Relationship
The final phase reflects our enduring commitment, focusing on the continuous tactical review and management of your financial strategies. This ensures they remain in sync with your evolving goals and respond effectively to market shifts.
Our dedication deepens through client events and comprehensive communication, fostering an environment for informed decision-making. This ongoing interaction and vigilant management reinforce our partnership, underscoring our dedication to your lasting success and financial security.
- Ongoing Tactical Review
- Active Investment Management
- Regular Communication & Updates
- Exclusive Client Events
Unconventional Financial Wisdom
Creating Innovative & Forward-Thinking Strategies That Fortify Your Financial Future
Tactical Investment
Strategic investments to mitigate risks and capitalize on market opportunities for sustained growth and protection.
Custom Growth Strategies
Establish personalized growth plans that resonate with individual financial goals and changing market dynamics.
Wealth Preservation
Implement innovative financial approaches to build and preserve your assets to secure a lasting legacy.
The Planning Process
We collaborate closely, precisely customizing financial strategies to meet your individual goals and secure your financial future.