Your financial formula

The way we see it, wealth management is a formula based on a balanced combination of Investment Consulting, Advanced Planning and Relationship Management. We consider this the logic half of how we help – paying attention to each of these areas and how they come together for you and your unique plan.


WMWealth Management is:

ICInvestment Consulting

We manage all investment elements to maximize the likelihood that you’ll achieve all that’s important to you.

  • Portfolio performance analysis
  • Risk evaluation
  • Asset allocation
  • Assessment of impact of costs
  • Assessment of impact of taxes
  • Investment policy statement

APAdvanced Planning

Beyond a typical financial plan, we consider:

  • Wealth enhancement through tax mitigation and cash-flow planning
  • Effective wealth transfer, which may or may not be within a family
  • Wealth preservation that includes risk mitigation, legal structures and transferring risk to an insurance company
  • Charitable giving to maximize your impact

RMRelationship Management

We’re in this with you. How we connect and partner with each of our clients is one of the most important parts of helping you reach your goals. That’s why we blend the management of both our relationship with you in addition to any trusted advisor involved in your or our Professional Network.

Our Professional Network is a team of carefully selected professionals, each has a high level of knowledge and skill in key financial areas. They apply their expertise to evaluate all aspects of your financial situation and devise appropriate solutions. By bringing together all aspects of your financial life, in a personal way, we have a full understanding of how we can best support you.