Gary WrightQPFC, CDFA™

Our Wealth Management Planning Process
Our process focuses on the client first, beginning with a holistic approach with each relationship.  By implementing the following process, we will help ensure that all financial decisions we make on your behalf are consistent with your goals and risk tolerances.  Along with getting to know each other at the onset and development of our relationship, our process includes five steps:

1. Identify and prioritize your financial goals and objectives
2. Gather important information and set realistic expectations
3. Develop and present wealth management options
4. Mutual Commitment and Plan Implementation
5. Reconnection Meetings and Ongoing Monitoring

Private Wealth Management Services
Depending on one’s priorities, goals and needs, we can offer personalized advice (which is often coordinated with our client’s other advisors—tax, legal, insurance, etc.), assisting in areas such as:

1. Budgeting & Cash-flow Management
2. Risk Management
3. Credit Needs & Lending
4. Funding of financial goals for children, grandchildren or dependents
5. Retirement Planning
6. Investment Planning
7. Estate Planning & Wealth-Transfer Strategies
8. Charitable Giving

Business Wealth Management Services
Although all businesses differ (legal structure, ownership, management philosophy, etc.), some of the common wealth management services that we can provide include:

1. Company-sponsored retirement plans
2. Succession Planning
3. Key-person insurance coverage
4. Non-qualified deferred-compensation plans
5. Corporate cash management