Every facet of your life can impact your wealth: business, family, relationships, health, lifestyle, dreams. Because of this reality, Signature understands that wealth management is a process that is never “finished.” We use a seven-step, iterative approach to create a financial blueprint that is unique to you, and changes and grows with your needs.
Listen
We help you articulate the goals you have for your wealth as they relate to your lifestyle, business, children, philanthropy, and aspirations. We translate this into a risk profile based on a multitude of parameters, unique to your situation.
Learn
Signature gathers, interprets, and summarizes information from an exhaustive list of financial and legal documents: your balance sheet, cash flow, existing estate planning documents, and income tax returns, to name just a few. From this we create a complete financial picture for you; summarizing your existing estate planning strategies, income tax situation, investment, and other financial assets that have an impact on wealth management.
Conceptualize
By understanding what structures and strategies have been put in place to accomplish goals, we generate ideas for new strategies that can complement existing plans. We will interpret your financial picture, and identify and assess additional opportunities and strategies to move you toward your goals.
Analyze
We will test our thinking for your strategic wealth plan by running financial models of your status quo and alternative strategies. We employ sophisticated financial planning software and incorporate Monte Carlo analysis, refining as necessary.
Implement
Signature will translate the financial plan and strategy into a tactical action plan including broad asset allocation, specific investment vehicles and manager selection, and the execution of associated tasks.
Assess
We meet with our clients quarterly to review investment performance, assess progress toward your goals, and check in to hear about events and occurrences that may have a financial impact.
Scan
We continuously scan the horizon for new client opportunities in different economic, market, and tax environments.
