SSWM offers personalized service helping clients address their portfolio management, asset allocation concerns, retirement planning, and other financial goals. Recognizing that every client has different objectives, we follow a comprehensive process which includes the following stages:
DISCOVERY
Initially your advisor will meet with you to review your existing financial base, income sources, legal documents and retirement plans. We work with you to identify and establish short- and long-term investment and financial goals and assist in determining a level of portfolio risk appropriate for your unique situation. We consult with your legal and tax professionals as needed to complete this comprehensive discovery process.
ANALYSIS & PLANNING
After a thorough review and analysis of your current financial base, we will make specific recommendations for asset allocation or investments in the context of current economic and market conditions. This custom-designed plan serves as the basis for working together towards your short- and long-term financial goals. Because a good financial plan is essential for long-term success, SSWM provides each client a complimentary formal financial plan upon request.
IMPLEMENTATION
We take appropriate action to implement the strategic recommendations specific to your plan. Whether it involves the selection and acquisition of investments, a change in your estate plan, or the modification of retirement plans, we provide the expertise and initiative so that each objective is satisfied on a timely basis.
MONITORING & GUIDANCE
We will continue to monitor your financial position in light of your stated objectives and expected results. Maintaining a close relationship allows us to provide regular updates and guidance on your portfolio, taking into account any developments or changes in your financial situation and goals.