Working With Us
We begin with you because it’s all about you. We begin by developing a multi-dimensional personal wealth portrait. We develop and address your risk matrix. We help you develop your goals and objectives and create and curate a plan and roadmap to help you achieve them.
We develop, optimize and implement the wealth management strategies appropriate for your plan. We manage your investments with tax awareness. We help manage your plan implementation and resulting day-to-day workflows. We work to position you in your place of greatest potential.
Working With Us
We begin with you
because it’s all about you.
We help position you in your place of greatest potential.
CONSIDER EVERYTHING
Working With Us
We begin with you because it’s all about you. We begin by developing a multi-dimensional personal wealth portrait. We develop and address your risk matrix. We help you develop your goals and objectives and create and curate a plan and roadmap to help you achieve them.
We develop, optimize and implement the wealth management strategies appropriate for your plan. We manage your investments with tax awareness. We help manage your plan implementation and resulting day-to-day workflows. We work to position you in your place of greatest potential.
IT’S JUST PART OF WHAT WE DO.
Fiduciary Wealth Management
Scottsdale | Phoenix
Scottsdale | Phoenix
Wealth management
designed to maximize your life.
We begin with you because it’s all about you.
We help position you in your place of greatest potential.
Achieving Your Goals and Objectives | How we create value for you.
Introduction
We meet and interview together.
Service professionals, whether they are doctors, attorneys, accountants, or financial advisors, are all a bit like icebergs, with 10 percent of their attributes above water and visible for you to see and the remaining 90 percent of their attributes below the surface and invisible to you. Use our interview guide, Selecting a Wealth Management Professional, in your advisor search process as you conduct your personal due diligence and dig deeper with more targeted questions during your interview with us and other financial planning and wealth management candidates.
We meet and interview together.
Introduction
Service professionals, whether they are doctors, attorneys, accountants, or financial advisors, are all a bit like icebergs, with 10 percent of their attributes above water and visible for you to see and the remaining 90 percent of their attributes below the surface and invisible to you. Use our interview guide, Selecting a Wealth Management Professional, in your advisor search process as you conduct your personal due diligence and dig deeper with more targeted questions during your interview with us and other financial planning and wealth management candidates.
Commitment
We match and you engage us.
We begin each financial planning and wealth management engagement by meeting with you to create alignment and develop a clarity of purpose for our services. We will define the scope of our work and our fiduciary responsibilities to you in a written agreement with us that explains how we will help you and how we will manage your investment, retirement, trust, business and philanthropic accounts using these unaffiliated custodians.
We match and you engage us.
Commitment
We begin each financial planning and wealth management engagement by meeting with you to create alignment and develop a clarity of purpose for our services. We will define the scope of our work and our fiduciary responsibilities to you in a written agreement with us that explains how we will help you and how we will manage your investment, retirement, trust, business and philanthropic accounts using these unaffiliated custodians.
Discovery
We work together.
We help you see the big picture and plan for your desired future. We collect your relevant information and documents to study and analyze while we are transferring your accounts to an unaffiliated custodian. We learn about your history and aspirations for the future, and we help you define your goals and objectives in meetings we have with you.
Click here to see how we help you develop your vision for your desired future.
We work together.
Discovery
We help you see the big picture and plan for your desired future. We collect your relevant information and documents to study and analyze while we are transferring your accounts to an unaffiliated custodian. We learn about your history and aspirations for the future, and we help you define your goals and objectives in meetings we have with you.
Click here to see how we help you develop your vision for your desired future.
Analysis
We complete your studies and analyses.
We commit our time, talent and resources to study and analyze your situation. We complete multiple wealth planning studies and analyze your retirement income and capital growth needs, your risk profile and risk capacities, tax exposures and your estate and philanthropic plans.
Click here, for a list of some of the studies and analyses we may complete for you.
We complete your studies and analyses.
Analysis
We commit our time, talent and resources to study and analyze your situation. We complete multiple wealth planning studies and analyze your retirement income and capital growth needs, your risk profile and risk capacities, tax exposures and your estate and philanthropic plans.
Click here, for a list of some of the studies and analyses we may complete for you.
Development
We develop your plan and strategies.
We establish your priorities, risk targets and create liquidity, cash flow, purchasing power protection and capital growth strategies based upon your goals and objectives. Then we record and maintain your strategies in your personal wealth management plan.
Click here to see how we help you develop your financial planning strategies.
We develop your plan and strategies.
Development
We establish your priorities, risk targets and create liquidity, cash flow, purchasing power protection and capital growth strategies based upon your goals and objectives. Then we record and maintain your strategies in your personal wealth management plan.
Click here to see how we help you develop your financial planning strategies.
Delivery
We deliver and you approve.
We meet with you to present the results of our wealth planning analysis and the strategies we develop. We review them together and adjust as necessary. Then we prepare written investment guidelines and you approve implementation.
We deliver and you approve.
Delivery
We meet with you to present the results of our wealth planning analysis and the strategies we develop. We review them together and adjust as necessary. Then we prepare written investment guidelines and you approve implementation.
Implementation
We manage your investments and plan.
We invest and manage your accounts according to the investment plan you approve from the wealth management strategies we develop using these unaffiliated qualified custodians. Most importantly, we work diligently to surround you with others who will place your needs ahead of their own. That’s what fiduciaries do. They put you first.
We manage your investments and plan.
Implementation
We invest and manage your accounts according to the investment plan you approve from the wealth management strategies we develop using these unaffiliated qualified custodians. Most importantly, we work diligently to surround you with others who will place your needs ahead of their own. That’s what fiduciaries do. They put you first.
Management
We monitor, review and manage your progress.
We monitor your accounts and we review your progress toward your goals and help you to stay on track in periodic wealth planning and management calls and meetings we have with you. We manage the ongoing workflows.
Click here to see how we help you monitor your accounts and review your progress towards your goals.
We monitor, review and manage your progress.
Management
We monitor your accounts and we review your progress toward your goals and help you to stay on track in periodic wealth planning and management calls and meetings we have with you. We manage the ongoing workflows.
Click here to see how we help you monitor your accounts and review your progress towards your goals.
