Many Financial Advisors are adept at Asset Management, but there are few Advisors who encompass the Advanced Planning experience and skills that successful families need from their Advisors. Stephen works with an expert team of professionals specializing in tax, legal and insurance services to define the best practices for a high-net-worth family’s Wealth Plan.
Stephen believes in a disciplined approach to Wealth Management and walks clients through an in-depth interview designed to identify their values and goals. The SAM Wealth Management Formula; (WM) = Investment Consultation (IC) + Advanced Planning (AP) + Relationship Management (RM).
After a thorough review of financial objectives, investment time horizon, and risk tolerance of a client’s particular circumstances are established and written in a personal Investment Policy Statement, he provides recommendations based on the individual needs of the client and the Investment Philosophy of the firm.