Private Wealth Management for Select Individuals

We provide private wealth management primarily for a select group of individuals who are retired or within five years of retirement. We have developed and refined a process to put the pieces of the retirement puzzle together. We call it the P4 Retirement Process: Be PROACTIVE, PLAN, PURSUE, PROSPER.

We take a proactive holistic approach to financial services because we believe that wealth management, risk management, tax management and debt management does not exist in a vacuum. We believe that achieving long-term financial objectives requires a multi-disciplinary methodology delivered by a team of experienced financial professionals.

In order to meet your long-term financial objectives and achieve your ideal retirement life-style, constructing a retirement plan centered on a workable process that is monitored and adjusted as life unfolds is both comforting and essential. We take a client-partner approach that involves our clients in the retirement process. We think it is important you know where you stand. We understand that incorporating a long-term financial strategy can seem daunting and our goal is to provide you with the advice, support, and tools you need to make the right decisions every day.

Today’s markets require discipline, prudence and experience to achieve success. A retirement plan alone is like having a car and not knowing how to drive. Action is required from both the advisor and client. Usually when there is no mutual involvement in the planning, commitment lacks. We believe that you plan your retirement and that you pursue your plan. The failure to take consistent action is where most plans fall short.

Retirement is a challenge. Prosperity in retirement is the direct result of having a workable process. Our question to you: Looking over the past three years, did you end up where you thought you would be today? If not, what is your plan to be sure the next three years will unfold like you want them to?

Reach out to us today to review your financial situation: (336) 285-0829