Our Approach

Our Wealth Management Process is a leading-edge, time-tested framework we customize for the specific goals and needs of each individual or couple we serve, and it also enables us to build a profound, personal connection with our clients.

This eight-step process will form the foundation of your financial achievements throughout our collaboration—from our initial discovery meeting to our continuous monitoring of your investment and wealth management plan.

Our Process

STEP 1) Discovery Session

We will begin by getting to know you—your goals, needs, considerations and everything that matters to you. Whether we meet with you in the relaxed setting of our beautifully renovated headquarters located in the historic town of Groton, MA, or virtually, we will have a guided conversation to identify your vision, values, and aspirations. Our aim is to develop a deep understanding of your current situation as well as your specific concerns, challenges, and goals so that we can design a plan to best meet your needs and provide you with the highest value possible. We will also give you in-depth information about our philosophy and each step of our wealth management process. You will be welcome to ask as many questions as you wish, and we will address each one in detail to help you make a well-informed decision.

STEP 2) Analysis & Design

Using our planning tool, we will gather all data, documents, and statements needed for a thorough analysis of your current investments. We will also determine your risk tolerance and custom-design a personalized investment strategy that will address your needs and goals.

STEP 3) Presentation & Proposal

Using our planning tool, we will gather all data, documents, and statements needed for a thorough analysis of your current investments. We will also determine your risk tolerance and custom-design a personalized investment strategy that will address your needs and goals.

STEP 3) Presentation & Proposal

Using our planning tool, we will gather all data, documents, and statements needed for a thorough analysis of your current investments. We will also determine your risk tolerance and custom-design a personalized investment strategy that will address your needs and goals.

STEP 4) Development & Coordination

We will develop your personalized wealth management and investment plan by employing our proprietary Wealth Management Framework. The areas we will cover in accordance with your strategy may include retirement planning, insurance and liability management, education planning, business succession planning, charitable giving, estate planning strategies, and family dynamics.

STEP 5) Implementation

We will execute the investment strategy we have agreed upon and transfer your existing assets in accordance with your personalized wealth management plan.

STEP 6) Active Follow-up

We will meet again in person or virtually to discuss your first statements, go over paperwork, review online resources, and devise a schedule for our future meetings as needed.

STEP 7) Progress Review

We will perform systematic investment and performance reviews and also regularly monitor your wealth management plan. You will be able to continuously evaluate our services as you move toward your objectives. In addition, we will keep in close contact with you to make sure we are up to date on any changes in your life, needs, or goals.

STEP 8) Monitoring

We will monitor your investment strategy and management plan on an ongoing basis and ensure the results are in alignment with your goals, explain your investment statements, and address any questions or concerns that may arise. We will also make proactive recommendations regarding realignment whenever needed so your wealth management plan reflects the evolving needs and goals of your life.

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