Skip navigation
FINRA's BrokerCheck - Obtain more information about our firm and its financial professionals

Process

"We believe that a portfolio should be designed around your specific goals and objectives."

1. Starting the conversation

Lunch meeting man and woman

During our initial meeting, we take the time to get to know you and your family. We explore your goals and discuss any concerns you may have. Next, we introduce Family Wealth Matters so you can learn about our team's strategy, plan and process.

2. Learning about you

Finger pointing to charts on table

Through a series of conversations, we uncover the details of your family's situation. We discuss your long-term and short-term goals and priorities, the roles of your accountant, lawyer and estate planning attorney and what investment strategies you have in place. This in-depth discovery allows us to understand your total wealth management needs.

3. Creating your investment plan

Pie charts

Our goal is to create an investment plan–designed around your risk tolerance–to help accomplish your financial objectives.

4. Coordinating with other professionals

Casual businessmen meeting in office

Because your wealth management may cover many different areas and multiple generations of family members, we may also coordinate with your other professional advisors.

5. Review Envision® plan to help achieve goals

Project plan on glass

To help keep your family's plan on track, we will communicate with you and your family members. Our tools and technology help you track performance, investment allocations and progress toward meeting your goals.

Ready to put a plan in place for the future?

Contact Us