Our Ideal Partnership
We specialize in helping families and professionals with $250,000 to $100MM+ in investable assets. Our process is most effective for those facing high-impact financial transitions—such as retirement, corporate equity vesting, or estate settlement—where the cost of a mistake is high.
The Fiduciary Discovery Framework
Step 1: Introductory Briefing
A brief 15-minute phone or Zoom conversation to address your immediate concerns and determine if our fiduciary model aligns with your goals.
Step 2: Strategy Discovery
We take a deep dive into your financial landscape, identifying needs, priorities, and risk profiles. We review your current strategies to find “gaps” in your existing plan.
Step 3: Institutional Analysis
Leveraging research from Morningstar and our team of analysts, we stress-test your portfolio and build a customized, evidence-based strategy.
Step 4: Strategy Presentation
We present our findings and personalized recommendations. We discuss asset allocation, tax-alpha, and fee-mitigation in plain language.
Step 5: Fiduciary Reflection
We encourage you to take time to review the data. We are building a long-term partnership, not a transaction. We want you to feel 100% confident before proceeding.
Step 6: Plan Execution
Once you are ready, we execute the paperwork and begin the ongoing monitoring and management of your wealth across all accounts and goals.
Are We the Right Fit for Your Legacy?
Before scheduling, we recommend completing our quick discovery questionnaire to help us prepare for a highly productive first conversation.
In-Person (Stuart, FL), Video Conference (Zoom), or Phone Options Available.
We can help you make the most of what you have!