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We Take a Foundational Approach That Begins With You

Developing a Blueprint For Your Long-Term Relationship With GWM

In working with our team, you’ll discover that we start every partnership by simply getting to know you. While financial advice is a primary function, our primary goal is to build a relationship with you to ensure we can do our best to help you write your story your way. We want to understand your lifestyle, not just your financial picture. Transparency is a top priority of ours, and explaining the "why" of what we are doing  - from account setup through surpassing financial goals - we're here to help you grow along this journey.

Our Wealth Management Process:

Discovery Call

25-minute call to get to know each other and discuss surface-level financial picture and goals; a review email will follow where we put the topics of call in writing, ask you to begin compiling finance documentation, as well as the opportunity to schedule another call.

Schedule Your Initial Call

Follow-up Call

30-45-minute call to answer follow-up questions from us or the individual; we take a deeper dive into current financial picture (with complimenting account statements), and into financial goals and aspirations. We will also discuss potential changes to investment allocations as applicable.

Client Launch Call

15-20-minute call used to convey the actions that we will take moving forward, including account setup, account transfers, expectations of both us and you.

Implementation and Monitoring

We will discuss initial changes we make to accounts that are transferred in. Over time, we will conduct reviews of your portfolio, meeting 1-4 times per year depending on your desired cadence of communication. As your life changes, we hope to incorporate any adjustments that are necessary to aid in your financial success.

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