Strategic Wealth
Management
Wealth Management Overview
Our strategic wealth program is designed for clients interested in strategic management of their individual and retirement assets. The service begins with the construction of a personalized financial plan that will act as a guide for the management of their portfolio over the life of the relationship. Active management, monitoring, and annual updates to the financial plan will follow.
This is a holistic approach that will provide clients access to advice and guidance any time it is desired.
“Our planning, habits, and finances make it possible for us to live the lives we aspire to live. To achieve our goals, we must be active stewards of the resources that are available.”
*The Certified Financial Planner Board of Standards owns the certification marks CFP® and Certified Financial Planner™ in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Ongoing Strategic Planning Service Clients Receive:
60-minute follow-up meetings every 4-6 months
CFP® Certified Financial Planning*
Development of an Investment Policy Statement
Investment Management
Annual Review Meeting
Client Performance Reporting
State-of-the-Art Financial Planning Portal
Quarterly Performance Reports
Transition Coaching
Access to our external team of vetted, seasoned experts in: Insurance, Estate Planning, Tax, Real Estate, Lending, and Philanthropic Giving.
