As your personal advisor, we use an established, well-structured process for identifying and prioritizing your most important financial goals – then developing and implementing a comprehensive plan for pursuing them.
Having a well-designed wealth management plan helps in many ways. It can help ensure that rational analysis is the basis for your investment decisions and prevent emotional reactions to short-term market events. It clarifies the investment approach and strategy that will be used, helping to prevent any confusion or misunderstandings. Plus, it allows us to monitor all critical factors over time, and make appropriate adjustments as needed.
We learn about you and your goals, values, interests and relationships. We also take this opportunity to learn about any unique financial issues or challenges you face. We look at your current financial situation and customize a plan designed to acheive your objectives.
Our advisors the total client profile we have created based on the information you shared with us in the discovery meeting, then present an investment plan that will serve as our foundation moving forward.
Together, we determine if the relationship is a good fit, and if you are comfortable with our investment plan. If so, we make a mutual commitment to work toward your goals. We also prepare the necessary documents to implement your investment plan.
We review the statements you have received and help you organize the paperwork. We also answer any questions you have to ensure you have a full understanding on how your money is invested.
We review the statements you have received and help you organize the paperwork. We also answer any questions you have to ensure you have a full understanding on how your money is invested.
Obviously, there are many financial advisors to choose from. However, we believe there are several reasons to choose the personal advisor experience available at Integrated Wealth Strategies.
This means we have no quotas to meet and have no obligation to sell proprietary products. Our only obligation is to do right by you.
This means we have no quotas to meet and have no obligation to sell proprietary products.
Our only obligation is to do right by you.
We stay on the cutting edge of the industry to better serve our customers. We work to expand our knowledge, add to our professional credentials and refine our techniques.
We use both tactical and strategic asset allocation approaches. This allows us to develop a dynamic portfolio strategy based on risk tolerance, investment time horizon and objectives.
We follow an established schedule of meetings to help ensure that your wealth management plan fully reflects your needs and goals, and addresses every essential financial issue.
Raymond James, one of America’s leading independent financial firms, serves as our broker/dealer and helps us serve you by providing first-class equity research, technology and the support of more than 3,200 home office professionals.
