How We Do It
We work to develop better and more useful data for your consideration to help you make better decisions as CEO of your wealth.
We help you discern and discriminate among ideas, assess the value of theories and presentations, recognize subjectivity and recommend courses of action based upon reasoned argument.
We simulate various scenarios to test sensitivities to different outcomes and decide which recommendations are worthy of your consideration and provide you with our judgment and conclusions.
How We Do It
We work on the front lines
every day.
We help lead, counsel, advise and manage.
CONSIDER EVERYTHING
How We Do It
We work to develop better and more useful data for your consideration to help you make better decisions as CEO of your wealth.
We help you discern and discriminate among ideas, assess the value of theories and presentations, recognize subjectivity and recommend courses of action based upon reasoned argument.
We simulate various scenarios to test sensitivities to different outcomes and decide which recommendations are worthy of your consideration and provide you with our judgment and conclusions.
IT’S JUST PART OF WHAT WE DO.
Fiduciary Wealth Management
Scottsdale | Phoenix
Scottsdale | Phoenix
Wealth management
designed to maximize your life.
We work on the front lines every day.
We help lead, counsel, advise and manage.
CONSIDER EVERYTHING
Financial Advice One Client at a Time
We work to understand your vision and gain clarity of your purpose. Before we offer financial advice, we commit our time, talent and resources to study and analyze your situation. We develop plans and strategies for your consideration. Most importantly, we help you understand what’s not on the spreadsheets. It’s the personal and emotional parts of wealth management. After you approve, we implement and manage the resulting day-to -day workflows on your behalf.
Understanding your history, anxieties and points of view.
Making your financial goals more measurable.
Evaluating the range and likelihood of your financial outcomes.
Helping manage the workflows of your financial life.
Focusing on your needs, visions and aspirations.
Setting realistic and achievable objectives with you.
Identifying, measuring and managing your financial threats.
Creating your financial plan and investment guidelines.
Evaluating and adjusting as your future unfolds.
Our financial advice helps individual investors develop and implement various plans for the management of their wealth. We educate, collaborate, design, document and help clients address and manage their financial planning, retirement income planning, investment management, risk management, tax planning, estate planning, trust administration and philanthropic needs.
Financial Advice One Client at a Time
We help clients clarify their goals and objectives, investment time horizons, and risk tolerances and risk capacities. We consider each client’s desire for liquidity, rising income, inflation protection, capital growth, portfolio stability and tax control. We develop and review with each client a long-term rate of return a client may need from savings and investments to meet targeted goals and objectives.
We also review the attendant risks of loss and various probabilities of negative portfolio volatility a client will likely need to endure through the planning time range, because positive investment returns are unpredictable, unassured and materialize sporadically.
After we help clients clarify their goals and objectives and review their assets, we design and implement disciplined financial planning and investment management strategies appropriate for each client’s goals and objectives and risk tolerance and risk capacity.
We work with clients to tailor their plans and investments to meet their needs and manage client accounts using our discretion. We do not use model portfolios. We monitor their managed investments, track their progress toward their goals and objectives, and provide ongoing financial advice.
The Value of Financial Advice
Financial Advice Professional
Interview Guide
Achieving Your Goals and Objectives | How we create value for you.
Client-Centered Advice
Focusing on your needs,
vision and aspirations.
Bias-Checked Advice
Understanding your history,
anxieties and points of view.
Goals-Based Advice
Setting realistic and
achievable objectives with you.
Process-Guided Advice
Making your financial goals
more measurable.
Risk-Balanced Advice
Identifying, measuring and
managing your financial threats.
Scenario-Analyzed Advice
Evaluating the range and
likelihood of your financial outcomes.
Roadmap-Ready Advice
Creating an investment plan
and guidelines.
Workflow-Driven Advice
Helping manage the workflows
of your financial life.
Progress-Measured Advice
Evaluating and adjusting
as your future unfolds.
Client-Centered Advice
Client-centered advice focuses on your needs, vision and aspirations. As CEO, you convey and focus on overall vision and drive direction. As your C-Suite professionals, we help identify and establish the core functions necessary to support your vision.
Bias-Checked Advice
Bias-checked advice understands your history and points of view. As CEO, you share your prior experiences with us – what’s gone well and what hasn’t. As your C-Suite professionals, we assimilate and balance your points of view with our guidance and recommendations.
Goals-Based Advice
Goals-based advice sets realistic and achievable objectives. As CEO, you tell us what success looks like to you. As your C-Suite professionals, we prepare the analytics and studies that inform and support or require adjustments to your goals and objectives.
Risk-Balanced Advice
Risk-balanced advice focuses on measuring and managing financial threats. As CEO, you tell us what keeps you up at night. Not all risks carry the same weight. As your C-Suite professionals, we help you avoid, reduce, transfer or share risks that pose wipeout risk.
Scenario-Analyzed Advice
Scenario-analyzed advice focuses on evaluating a range of financial outcomes. As CEO, you describe best, base and worst-case outcomes for you. As your C-Suite professionals, we evaluate multiple scenarios based on combinations of variables and estimate the results for each scenario.
Roadmap-Ready Advice
Roadmap-ready advice focuses on creating your wealth plan and guidelines. As CEO, you tell us your bandwidth and liberty to execute on initiatives. As your C-Suite professionals, we prepare the roadmap and guidelines that match your availability and willingness to act.
Workflow-Driven Advice
Workflow-driven advice focuses on coordinating the business processes that create efficiency, effectiveness and results. As your C-Suite professionals, we manage the sequence, responsibility and resource decisions of your wealth management plan.
