Our financial advisors work with you to help you grow and protect your wealth over time.
Fitzwilliams Wealth Management is our Registered Investment Advisor firm that utilizes an exclusive relationship with our Chartered Financial Analyst to manage your portfolio; why hire a CFA charter holder?
Step 1 – You will meet with one of our Investment Advisor Representatives and through a combination of conversation and software, we will determine your risk tolerance, time horizons, and goals. We will then collect your statements and work on aggregating your data into MorningStar and eMoney.
Step 2 – Your Investment Advisor Representative will review the MorningStar reports with you to discover how well your current scenario matches the goals we discussed in the first meeting. MorningStar reporting gives us the capability to get extremely granular if you prefer. We will then present our proprietary portfolio recommendations and discuss the differences between our approach and your current scenario.
Step 3 – You will receive a written plan that will encompass both phases of the retirement plan.
Phase 1 – Accumulation and Contribution (Up the Mountain)
- Asset Allocation
Phase 2 – Distribution and Income (Down the Mountain)
- Long-Term Care
- Tax Planning
- Social Security Optimization
- Income Planning