Our Services
Financial Planning
Gather Data & Establish Objectives
- Discuss & establish personal goals
- Analyze and evaluate current situation
- Assess time horizon(s) and attitude toward investment risk
Develop the Plan
- Create and review personal plan with allocation recommendations
- Discuss portfolio strategy and application
Implementation
- Determine timeline for meeting financial planning goals and executing investment strategy
- Consolidate assets and phase in investing plan in a tax efficient manner
- Coordinate with attorneys, accountants, and other professionals as necessary
Investing
Create portfolio guidelines
- We begin with the understanding that we are not “all knowing,” and that we cannot precisely model the entirety of the investment universe.
Focus on risk management
- we utilize a flexible framework that blends the qualitative (our views) and the quantitative (modeling). The goal here is to achieve consistent returns while recognizing market risks.
Monitor portfolios and employ rebalancing
- While the portfolios we create for our clients are customized to their needs, our advisors and investment team are driven by a core set of tenets
Wealthspire Pathways
Dedicated Advisor
- Unlike many digital advisors who service clients through call centers, we offer a dedicated advisor to each Pathways client, enabling continuity and a high caliber of client service.
Goal-Oriented Planning
- The service fee includes an initial financial plan, annual update, and updates for key life events. By directly coordinating our financial planning process within the platform, we enable clients to pick the investment strategy that suits their personal goals and needs.
A CFP Professional
- Primary advisors who serve Pathways clients are all certified financial planners, accredited to upholding high standards of financial planning expertise.
