Our Process

"Financial counsel without understanding the context of one's broader wealth and well-being is like driving directions without knowing the starting point."

4. Partner

We partner to collaboratively establish the best investment architecture within the context of excellent financial planning, which is within the context of excellent understanding of overall long-term well-being.

2. Visit

Spend time talking through your overall planning considerations, and take our free Wellth Exploration Assessment.

Assessment

1. Connect

Reach out and set a time with wellth coordinator, have questions answered, or schedule a visit.

Meet Patrick

3. Relationship

Decide whether a long term relationship is a good fit and how to best begin /establish that relationship within our framework of offerings.