Process

The Total Wealth Management Experience includes four phases:

Phase 1 Discovery - Introduction of our firm, capabilities, and services to you, and an introduction of you, your goals, and your current situation to us. Begin to build a relationship of trust.
Phase 2 Preliminary Findings - Identification of strengths, as well as areas of concern. A general overview of how an Asset Optimization Strategy can improve your financial situation. Decision to hire TWM as your dedicated financial advisors.
Phase 3 Asset Optimization Strategy - Presentation and implementation of the Asset Optimization Strategy. Specific recommendations made with respect to investment vehicles, amounts, etc.. Along with projections of performance to ensure strategies are aligned with your goals.
Phase 4 Service and Accountability - Examination of plan effectiveness through periodic plan reviews, designed to maintain mutual accountability, report progress, and make life adjustments. Exceed expectations for referable customer service.

We have put together a simple video slideshow to share with you more about the unique TWM process. Watch a 90 second video about the Total Wealth Management process.