Our first step is an in-depth wealth planning discussion with you so that we can get a good picture of your financial situation and learn what you have as personal goals. A discussion about your specific time horizon goals and risk tolerance levels is key.
Based on the information you relay to us, we will work out strategies that fit your goals and financial position. This will include among other things the diversification of assets between fixed income securities and equities.
We will begin implementing the strategies discussed with you once you have entrusted us with your assets. Our highest priority is transparency and accountability. We will follow your instructions about how often you would like to be informed about the status of your investments.
You may cancel your asset management agreement with us at anytime and at no cost to you.
Wealth management fees are contingent on the amount of committed assets and the strategies employed.