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Our Process

Client Centered

Everything we do is driven by a process. These processes are designed to sync with your pace as your life unfolds and needs change. Our approach is driven by 3 main phases: Discovery, Design, & Deploy.

In the Discovery phase, we take a holistic approach as we get to know what matters most to you in the areas of your family, job, recreation, and finances. Clearly understanding your unique goals and objectives allows us to choose the right path forward.

In the Design phase, we craft a customized plan for you that not only addresses your needs but also your comfort level with risk in your portfolio. This provides peace of mind, knowing you have a suitable roadmap for the future.

In the Deploy phase, we implement our investment strategy which is driven by risk management coupled with trend following and momentum investing. Utilizing this strategy takes the emotions out and gives us confidence that all the pieces of the puzzle are in place, clearly understood, and focused to address your needs. Ultimately, our strategy is driven by what matters most to you – your WHY.

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