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.
STEP 1
Discovery Session
STEP 2
Analysis & Design
STEP 3
Presentation & Proposal
STEP 4
Development & Coordination
STEP 5
Implementation
STEP 6
Active Follow-up
STEP 7
Progress Review
STEP 8
Monitoring
Our Process
STEP 1
Discovery Session
STEP 2
Analysis & Design
STEP 3
Presentation & Proposal
STEP 4
Development & Coordination
STEP 5
Implementation
STEP 6
Active Follow-up
STEP 7
Progress Review
STEP 8
Monitoring
Get Started Today
 
1 STEP
2 STEP
3 STEP
4 STEP
5 STEP
6 STEP
7 STEP
8 STEP
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Contact Us
Corporate Headquarters:
Pleasant Street Wealth Advisors, LLC
20 Pleasant Street R
PO Box 643
Groton, MA 01450
Phone Number: (978) 758-1604
Disclosures
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPCHeadquartered at 18 Corporate Woods Blvd., Albany, NY 12211.
Purshe Kaplan Sterling Investments and Pleasant Street Wealth Advisors are not affiliated companies.
Investments through PKS or RIA are: NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL | NOT INSURED BY ANY STATE OR FEDERAL AGENCY.