Hello- nice to meet you! We start every new client relationship with an introduction meeting. This is a great time of getting to know each other, asking questions, and allows both sides to feel comfortable moving forward.
Together, we discover and define where you're at and where you'd like to go. We'll gain a complete understanding of exactly what you want your plan to accomplish. We develop a clear investment strategy for you utilizing our Envision process.
We put your strategy to work for you. We handle the paperwork and establish any necessary new accounts. You will be fully equipped with online access instructions and a customized Family Wealth Advantage binder to organize important information.
A key strength of your customized strategy and a core principle of our Envision process is the continued monitoring of the your plan. When you request periodic reviews, we can help ensure your plan remains in alignment with your goals- even as your goals change over time.
124 W. Castellano Drive, Suite 202,
El Paso, TX 79912