WealthGuard Milestone System

Gain Clarity and Confidence

A Comprehensive Approach

Investors have many questions relating to their financial lives… “What can we do to help manage our wealth for the long term?”, “How can we help to preserve and grow our capital and reduce downside risk?”, “How can we maximize the legacy that we will leave to our heirs?”, “What are our options to “give back” to the charitable organizations, during and after our lifetimes?”, among others.

To help answer these questions and fit all the pieces of our clients’ financial mosaic together, we have developed and refined a process called the WealthGuard Milestone System. This process is our holistic approach for helping clients manage their financial lives, and is designed to help our clients gain the clarity and confidence that they are on the right track.


Understanding Your Current Situation and “Purpose or Mission”

At our first meeting, we focus on what is important to you. We uncover what you really want out of life now and in your later years based on your values, and the kind of lifestyle you desire. We then match these goals against your current resources, and your family and estate situation, to understand with empowering clarity the purpose of your wealth and what you want it to do for you, now and in the future.

Designing Your Wealth and Investment Plan to Help You Preserve Your Lifestyle

Once we have a compass to help guide our decisions, we develop your wealth management and investment plan. Typically, this means organizing a few key, but critical, financial and wealth management items related to risk management, taxes, and beneficiaries. For more complex tax and estate situations, it could also mean creating a comprehensive blueprint which we implement together over time.

With the plan in place, we will craft a beautifully diversified portfolio with the goal of minimizing taxes and downside risk while seeking upside return. Then, based on a number of factors, we tactically re-allocate the portfolio and begin monitoring it against your goals.

Proactive Monitoring and Optimization for Long-Term Wealth Preservation

In order to help you preserve your capital (read: purchasing power), and manage the numerous risks which can undermine the lifestyle you want to lead, we review your wealth management situation systematically to help you stay on track even as unexpected life issues or economic realities develop.

At the investment level, we perform a review on the portfolio at least once per quarter, and calibrate adjustments as opportunities arise or a client’s own financial situation changes.

A key element in this process is direct communication. We have an open-door policy. We maintain constant contact in the manner and frequency by which you want to communicate with us.

To get more information and request a no-obligation WealthScan Review™, click here.

*No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Are you looking for the clarity and confidence that comes from applying a comprehensive approach to your retirement planning?