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Client Service Manager
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Thank you for your interest in our firm. It is a special honor to receive the trust of others to advise them financially and manage their money. It is a substantial responsibility that we approach with great care and respect. If you are looking to establish a long-term investment management and wealth advisory relationship, we welcome the opportunity to sit down with you to learn about you, your needs and how we might be able to help you.
Wealth advisory services for assets starting at $2 million. Our professional experience and firm resources support client engagements for individuals and families who are seeking investment management and wealth advisory services for assets starting at $2,000,000.
The beginning is the most important part of the work. We begin each 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 and retirement accounts.
Personal financial management team. Then we will introduce you to the team of individuals who will work with you, begin the process of learning about you and gather all of your relevant documents for us to begin our work. These documents will include your personal information, account statements, tax returns, Social Security statements, retirement plan documents, Wills, trusts, insurance policies, and more. Different members of your team will have meetings with you to make sure we have everything we need to begin our studies and analyses.
Critical thinking, analysis and workflow plan. Then we will meet with you to present and review the results of our work, our recommendations to you and a proposed roadmap of action items. After you have approved our recommendations and the investment approach you wish to take, we will prepare the written guidelines for you to approve for your accounts.
360O personal financial management technology. You and your team will collaborate using our suite of integrated online wealth management services that will enhance, accelerate and simplify your effort and ability to help you manage your financial life.
Unaffiliated, qualified custodians for your accounts. As your accounts are transferred to the unaffiliated, qualified custodian you choose, we will begin to manage your accounts in accordance with your investment guidelines. We will also follow up with you to address the other action items on your roadmap that we uncovered in our analyses and help you complete the recommendations you choose to pursue. We will schedule calls with you or meet with you periodically to review your progress and respond to your inquiries and requests.
To schedule a meeting with us, please call Monique Pressley at 480-248-2223, or click here.