Our Straight forward and simple process

We call you to schedule a meeting in whatever way is more convenient for you: video conferencing, phone or in person.

We sit down with you and get to know your needs, wishes, and plans – both for your money and for your life.

We present your wealth management strategy proposal and take the time to answer all your questions.

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Getting To Know Each Other

First we listen. We start by having a conversation about your current situation and your aspirations for the future. It is important for us to understand the whole picture and that you understand that we are not selling an investment product, but rather that we are interested in building a long term relationship built on trust and confidence.

Aligning A Wealth Management Strategy With Your Personal Objectives

We will formulate an unbiased wealth management strategy tailored to help you reach your personal objectives. As we design your strategy, we will consider tax benefits and consequences of our suggestions across your whole spectrum of investments and assets.

Presenting Your Wealth Management Strategy Recommendations

Approximately a week after our initial meeting we will present our detailed recommendations to you. We will answer all your questions and give you time to think about what has been proposed. At last, we will proceed to establish and fund your new investment accounts when you choose to join us.