Our Financial Advisement Process
Our process helps ensure our strategies are tailored to your needs. We believe personalized, comprehensive strategies deliver the best results and thrive when they affirm your family traditions, history and long-term objectives.
Establishing Relationship
It all starts with trust. Our most important goal is to understand your needs so we can help fulfill them.Trust and communication are at the core of our most lasting partnerships.
Gathering Data and Goals
We first seek to gain a thorough understanding of who you are and what you value most. Working with this foundation, we can help build your personal financial plan and set you on the right path.
Evaluating Financial Status
We affirm our commitment to client communication as we integrate our comprehensive menu of Gold Star Services, including investment planning, tax reduction planning, retirement income and distribution planning and family wealth planning.
Reviewing Our Recommendations
With your best interests in mind, all of our plans are dependent on your approval. We are dedicated to serving your financial needs and value your thoughts throughout the planning process.
Setting Your Plan to Action
When you are satisfied with your plan of action, our experts will collaborate with you as we implement your custom strategies and ensure all areas of your plan meet your expectations.
Monitoring Portfolio Progress
Truly comprehensive plans adapt to the unexpected. As personal situations, markets and economies change, we will stay vigilant and work closely with you to accommodate your evolving needs.
Meet Our Team
Our experienced and enthusiastic professionals thrive on client satisfaction. Please visit our Team page to learn more about the people behind TWM.
Schedule a Meeting
We would love to hear from you. Please contact us for a complimentary introduction meeting so we can learn more about each other!