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Our Process

Our process is built on exploration and partnership, allowing us to become advocates for one another, not just client and financial advisor. In order to understand your needs, our advisors use a proprietary process to take the pieces, unique to your puzzle, and to create a plan that puts them in the right place. Our TruVectr™ proprietary process integrates wealth management with risk and debt management, income and tax planning, and philanthropy for successful families, professionals and business owners. 

The TruVectr FORMula™ is designed to continually adjust and monitor your critical life and financial events to keep your plan on track.

To do so, we utilize the Three D's:


  • What do you want to accomplish?
  • What is essential to you?
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  • How will we get you there?
  • What services are the best fit for you?
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  • Financial and Legacy Planning
  • Customized Strategy Implementation 
  • Ongoing Continuous Service and Advocacy 
  • A Lasting Relationship 
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