8 Step Process

True wealth management involves an integrated, multilayered approach that follows a disciplined and predetermined process. Managing your net worth involves much more than your investment accounts. The 8 Step Wealth Management Process is an integrated, multilayered approach encompassing tax minimization planning, portfolio construction, and management, retirement income planning, trusts & estate preservation as well as risk management.

The process takes our clients through 6 initial meetings with one of our advisory teams, followed by a meeting with a tax lawyer. Once the plan has been implemented, a structured review program is put in place that includes regular comprehensive wealth management assessments as well as portfolio reviews.

Take a look at our specialized wealth strategies to see which ones are right for you.