Our Process
We know that every client is different, so we look at each client’s situation in total to identify and integrate all your investments, retirement income planning and insurance into one comprehensive plan. We also work closely with your tax and legal advisors to incorporate savings wherever possible.
From the outset, we identify ways to streamline and improve your existing portfolio and financial plan. When you become a client with MSW Wealth Advisory, we use our systematic process to thoroughly understand your situation. The insights we gain, combined with the desired outcome of your needs, enable us to develop strategies that can meet your goals with the greatest probability of success.
The result can help increase confidence for you and your family with a comprehensive wealth management strategy specifically developed with your goals in mind. We will continue to work with you to review and update strategies at every life stage and as your needs change.
- Step 1: Truly Getting to Know You
Not only is it important for your financial plan, we are truly interested in what makes you, YOU. Things like your goals, assets, liabilities and what makes your situation unique are often overlooked, but here at MSW Wealth Advisory, we view these as your roadmap to financial independence!
- Step 2: Lifetime Planning Strategies
Mark and the robust resources provided by RAA and SFG broaden the scope from just investment management to address your complete financial situation and help ease any concerns you may have about your financial future.
- Step 3: Find the Right Investments
It’s about the right mix of equities, fixed income and alternatives to position your portfolio and manage your risk but it is also very important to know how much risk you’re taking. Mark shows you exactly how much risk you are taking and how to best implement an “all-star” team of investments to mitigate that risk.
- Step 4: Regular Review and Monitoring
Your financial needs evolve and so should your plan – we regularly monitor and adjust based on your goals. These goals are discussed as often as you feel necessary and always, at a minimum, on an annual basis.
Discover the benefits of working with Mark and his team and how you can get more out of life — on your terms. We offer professional expertise and personalized service across family wealth, asset management and retirement plans.