As one of the leading wealth management firms in our market, we help successful individuals and families make smart decisions about their money and wealth. Using a wealth management approach, we act as a personal Chief Financial Officer for these families and individuals to help them reach their financial goals.
Our wealth management approach is relatively straightforward and consists of three main components: investment consulting, advanced planning and relationship management. Investment consulting is simply managing the investment portfolio. It is at the core of what we do. We structure the portfolio that complements your goals and risk tolerance. Advanced planning addresses the range of financial needs beyond portfolio management: wealth enhancement, wealth transfer, wealth protection and charitable gifting. Relationship management involves three key tasks: first, fully understanding your critical needs; second, assembling and managing a network of financial experts; and third, working effectively with your other professional advisors, such as their attorneys and accountants.
An outline of the process we use to understand you and your values and goals can be found on “Our Process” page. It involves a series of meetings by design to make sure that we are a good fit for you and you for us. We will not agree to work with you and don’t expect you to make a commitment to retain us until our third meeting. The process may seem lengthy, but we believe it is very important to spend adequate time getting to know you.
I invite you to contact us to discuss your goals and how our services may be effective in achieving those goals. I think you will find the process unique and comprehensive.
George L. Payne, Jr.