Your financial situation may be complex, but through our comprehensive wealth management process, we will clarify and simplify the seemingly overwhelming number of options as we guide you in the pursuit of your goals.
EMBARKING ON YOUR JOURNEY | DISCOVERY
In the discovery phase of our comprehensive planning process we help you identify key goals and objectives on your path toward success. We work with you to complete a comprehensive investor profile that documents short- and long-term goals, current income needs, risk tolerance and other factors that will help define your unique path.
EXPLORING THE POSSIBILITIES | EDUCATION & ANALYSIS
We gather and analyze your financial statements and evaluate current strategies to determine if they are aligned with your goals and objectives. We proactively identify financial challenges and potential opportunities.
CHOOSING YOUR PATH | RECOMMENDATIONS
Utilizing insight from our team of experienced advisors and objective third-party research, we develop a personalized financial analysis and provide recommendations based on fundamental principles of strategic asset allocation and diversification, as well as strategic tax and risk management. We will bring an outsider’s view of your situation to help you understand how emotional reactions can derail the best of intentions in financial matters.
We thoroughly assess and discuss the pros and cons of each recommendation as well as exit strategies, should your needs change. By thoroughly exploring your options, we can help you choose those that best suit you and put you on a comfortable course to pursuing your unique vision.
STAYING THE COURSE | IMPLEMENTATION & ACTIVE MANAGEMENT
Implementation begins with ensuring the proper allocation of your assets and investments in financial products that are well suited to your risk tolerance and needs. As experienced financial advisors, we understand that life seldom follows a straight path toward your goals. Financial markets and the economy are in constant flux and change in your personal, professional and family circumstances are inevitable. We will conduct regular periodic reviews of your plan to measure progress and make revisions as warranted by market, economic or lifestyle changes.
Life’s transitions are inevitable. Proper planning in anticipation of future transitions reduce stress caused by periods of change and ensure you are financially prepared when the day comes for transition.
COORDINATION ACROSS YOUR TEAM OF PROFESSIONAL ADVISORS
At Simply Sophisticated Wealth Management, we recognize that implementing sound financial strategies often requires collaborating with other professionals to ensure all areas of our clients' financial lives work in harmony. We work closely with your attorneys, tax accountants and other professionals to form a cohesive and collaborative team to serve your best interests at all times. We are also happy to provide you with referrals for professional advisors as your needs dictate.