Total Wealth Planning

About Our Process

Our Wealth Management Process

We combine the knowledge and attention-to-service of our in-house team with the expertise and skills of our network of specialists to develop a Total Wealth Plan with the strategies and tactics that we believe have the best opportunity to help you achieve more with your wealth. We believe you'll be confident knowing we have the experience and resources to assist you along every step of your financial journey.

Step-by-Step: Our Process of Total Wealth Planning and Management

DISCOVERY MEETING

Getting to know all about you

Financial history
Current and future obligations
Goals and aspirations
Review of current investments
Tolerance for risk

Learn all about us

Our philosophy and methodology
How our process works
We'll answer all your questions

INVESTMENT PLAN MEETING

Presentation of recommended investment plan that may include a blend of traditional and alternative strategies* based on the information you shared with us during the discovery meeting.

We'll discuss our ideas, answer your questions, and encourage you to take the plan home and think about it with no obligation.

COMMITTMENT MEETING

After you've had the time to thoroughly review and discuss our investment plan for you, we'll schedule a mutual commitment meeting, where you and us decide to work together. We want to make sure you are absolutely comfortable with us before we begin a formal relationship to manage your wealth. If both of us are satisfied and ready to move forward, we'll sign an agreement to move forward together.

IMPLEMENTATION

The investment plan we customize to address your concerns, needs, and goals as presented in Step 2 is put into action.

ADVANCE PLANNING MEETING

You'll be introduced to our professional network of specialists to help tackle some of the more detailed issues such as:

estate planning
life insurance
asset protection
charitable giving
business succession planning
private client services

ONGOING SERVICE

Oversight, evaluation and management of your portfolio with adjustments made along the way as deemed prudent--all with goal of helping you to accomplish all that you want with your wealth.

*Alternative investments offered to qualified or accredited investors only

WHAT CAN TOTAL WEALTH PLANNING DO FOR YOU?

Learn more about WSAG's approach to wealth management from CEO Vince Annable in this excerpt from his Your Money Manual podcast, including:

Some common mistakes people make when choosing a wealth manager
A detailed description of each step in our wealth management process
An understanding of how WSAG is different from other firms