- Understand and document your goals and objectives.
- Gather and analyze available data.
- Reach consensus on a comprehensive wealth management strategy.
- Agree on associated investment and risk management plans.
- Research and recommend appropriate investments and implement investment plans.
- Monitor, communicate and refine.
Pillar Wealth Management Co. uses a structured, yet flexible, process to ensure that your wants and needs, your financial circumstances, agreed to strategies and plans, and available capital market opportunities are kept properly aligned. Please click on the prose portion of any step in the process diagram above for additional details.
“One important key to success is self-confidence.
An important key to self-confidence is preparation.”
– Arthur Robert Ashe