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Our Approach

When you purchase a plane ticket to a destination, you trust your pilot has mapped out a clear flight plan ahead of time. Then during your flight, he or she is also prepared to adjust accordingly for any changes in conditions, communicating with and supported by a team on the ground as well as in the air. With a clear destination in mind, proper advance planning, the ability to adjust to changing conditions, and supported by a fully trained team, you arrive as planned.

Our approach to wealth management mirrors this process.

We don’t make a move until we first know where you stand today and exactly where it is you want to go. Your personal advisor first fully understands both.

We have a strong focus on planning with our proprietary Focus Life Plan to map out a clear route to get you there. This includes a systematic look at 13 key areas of concern. Our Wealth Planner, working together with you and your advisor, maps out a comprehensive plan.

As your financial journey ensues, our team, in collaboration with our investment committee, closely watches and adjusts to the financial climate, making any necessary course adjustments.

Our professional Wealth Planning Team, including the full behind-the-scenes support staff, is here to help you map out as smooth and direct of a route as possible to get you to your desired financial destination.

Our “flight plan” if you will, includes the following comprehensive offerings:

  • Portfolio Management
  • Wealth Planning
  • Estate Planning
  • Risk Management Resources
  • Personal Insurance
  • Retirement Plan Design Assistance
  • Divorce Planning

 

Navigating your financial journey with our team backs you with over 100 years of combined experience in the financial industry with Marshall & Sterling Wealth Advisors .

Contact us today to schedule an introductory call or in-person meeting.