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Wealth Strategies

CREATING AND STICKING WITH A PLAN

Our six-step investment process is a disciplined means for helping you navigate changing markets. We use it to plan, implement and monitor your investment strategy. You can think of the process as a way to get your bearings, take your first steps, and keep your goals in sight. The process is backed by research that is designed to help ensure your portfolio adapts to changing market conditions, with the goal of keeping you on course.

DEVELOPING YOUR STRATEGY

To create an investment strategy that seeks to keep you on course in a variety of market conditions, we need to understand your circumstances and what you want to accomplish. We work with you to answer a number of key questions.

  1. INTRODUCTION to our consulting process
  2. DISCOVERY and identification of your goals and risk tolerance
  3. PROPOSAL for your consideration
  4. IMPLEMENTATION of your investments
  5. 45-DAY REVIEW covering your investments and reporting
  6. PROGRESS MONITORING focused on your individual goal

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Brokerage Accounts
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities
  • Separetly Managed Accounts
  • Unified Managed Accounts