Our Planning Process

Conventional advisors say to put your money in the stock market, tax-deferred accounts and take a 3-4% distribution at retirement which is BAD advice! As with most things in life, we have evolved as a species. We went from pagers to basic flip phones, to cellphones that are mini-computers which are more sophisticated than the computer we used to land on the moon – so, why hasn’t wealth building advice evolved with the times?

Years ago, a well-known business school asked its graduating class if they had written goals. Only 3% did. At the ten-year class reunion, the same question was asked again. The 3% that had written goals as of their graduation from business school were TEN TIMES as successful in business compared to their classmates with no written goals or plan. Failing to plan is planning to fail.

Even if you already have an advisor, if you do not have a written plan that you understand and trust, there is great value in speaking with us. A professional opinion is simply invaluable… 

As fiduciary advisors looking out for our clients and their best interest as well as disclosing our conflicts of interests are essential to what we do. Here is some of the promises we make as your Financial Advisor.

• I always put my clients' best interests first.
• I will disclose to you any conflicts of interest I might have
• I will always select the best product to help you achieve your goals.
• I do not choose products for you based on what my compensation could be
• The advice and recommendation I provide to you will be what I believe to be in your best interest and appropriate for your personal situation.
• I will always be transparent in the compensation I receive for managing or selecting investments for your account.

Our Process Is Different Too – You already know we are different… but our process is unique as well from other standard wealth management firms. From our very first meeting, we work side-by-side to COLLABORATE with you and your family on framing your goals and requirements, understanding where you are currently, and identifying, agreeing, and tackling the gaps through a concrete plan of action… all while we leverage our expertise in finance to your best advantage.

In summary, at Prestige Wealth Management you will find we are interested in more than just the investments in your portfolio – you are not just a “number” to us. We are first and foremost interested in you and your family! Of course, your assets are particularly important, and we are highly qualified in that area, but those assets are truly a means to an end. You ARE the plan and you are the future!

It is upon our relationship with you that we will work shoulder to shoulder to bring together all the pieces of your financial life. That way, when you are ready to plan the purchase of that second home, send the kids to college, pay for the “wedding of the century” or even start that business you’ve always dreamed of, we’ll know about it – and we’ll already have helped you to prepare. 

Our step-by-step process is clear and concise. We spend the first two meetings “discovering” and “assessing” your wants and needs along with what your current plan (if you have one) is set up to do. From there, we “plan” and build your “financial shelter” with our team of experts. Furthermore, we then “implement” the structured and finalized plan and lastly, we continue the “relationship” on an ongoing basis. The Plan does not stop once you come on board – but in fact, it is the starting point of a long relationship we plan on keeping and nurturing with you. At Prestige Wealth Management, you are now part of our family! 

CONTACT US to feel the difference in our firm and get your journey to financial freedom started today!