As your Advisor and your personal "chief financial officer", you and I set the foundation of your financial house through the development, implementation and execution of a comprehensive financial plan.
The success of our client/advisor relationship is largely contingent on how well we know you and your unique life situation. Separate and apart from understanding your financial situation, assets and investments, it is imperative that deeply comprehend your most important values, goals, relationships, and interests.
As with any investment made in life—a family, a home, a college education—the best results are achieved by carefully constructing a plan and then following that plan consistently over time.
Clearly articulating your critical factors and your recommendations for achieving your financial goals in an investment plan and an investment policy statement has several important benefits:
In addition, this investment plan will provide the foundation for wealth management—your ability to address the range of your financial challenges beyond your investments. Having a comprehensive wealth management plan in place allows me to systematically manage each of your major financial issues, which in turn maximizes my ability to help you achieve your most important financial goals.
The investment philosophy statement, or IPS, delves into substantially more detail on our investing approach and our strategic portfolio management process. It also provides summaries of the returns of key indices and of a range of hypothetical portfolios, as well as important disclosures, including the asset classes used to construct hypothetical portfolios, sources and description of data used and treatment of certain data.
My investing process centers around five steps:
The result of this process is a diagnostic report of your current situation with our recommendations for repositioning your portfolio with the intention of maximizing your probability for success. In addition to the above considerations, these recommendations take into account portfolio costs as well as the potential tax impact of the restructuring.
Your Wealth Longevity Plan focuses on the four key areas of your financial life beyond your investments:
We will present this plan to you during our first Regular Progress Meeting.
We offer a complimentary "Get Acquainted" meeting to learn about your goals and see if our services are right for you. Come in for a cup of coffee and a second opinion – both are free.
© Wellacre Global Wealth Advisors 2020
WellAcre Global Wealth Advisors is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where WellAcre Global Wealth Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by WellAcre Global Wealth Advisors unless a client service agreement is in place.