The wealth management process
Discovery Meeting
Complete Discovery Process
Two Weeks
Investment Plan Meeting
Presentation of Investment Plan
One Week
Mutual Commitment Meeting
Confirmation of Commitment
45 Days
45-Day Follow-up Meeting
Organization of account paperwork
90 Days
Regular Process Meeting
Review of progress and implementation of wealth management plan
Investment Plan and IPS
Diagnostic of current situation, our recommendations for moving forward and details on our investing approach
The Wealth management Plan
Comprehensive evaluation of the entire range of your financial needs with our recommendations for moving forward
The Wealth Management Network
Team of carefully selected professionals, each with a high level of knowledge and skill in key financial areas
Wealth Management Network Meeting
Our team of specialists applies its expertise to evaluate all aspects of your financial situation and devise appropriate solutions