In this challenging economy, you probably know a friend, family member or colleague who may be in a complex situation or just unhappy with the advice from his or her financial advisor—it’s not uncommon. It so happens that many high-net-worth investors would value a stress test on their finances.
In order to help the people you care about pursue their financial goals, we have created a complimentary stress test service. We’re pleased to offer your friends, family members and associates the same expertise and guidance that you have come to expect as a valued client of Silver Sail Wealth Advisors.
Ask ten investors to define wealth management. Actually, ask ten “wealth managers” to do so. You will almost certainly get ten different answers, with most heavily focused on investing. As a client of Silver Sail Wealth Advisors, however, you benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management.
We approach each new engagement with a consultative process. This allows us to have an open dialogue in which we learn about our clients' values and goals while working with them to tailor a plan to help pursue them.
We will meet with you for a Discovery Meeting where the wealth manager determines your current financial situation, where you want to go and the obstacles you face in pursuing what is important to you. At the investment plan meeting, the wealth manager, using the information he or she gathered at the first meeting, presents a complete diagnostic of your current financial situation and a plan for working towards your investment-related goals. At the mutual commitment meeting, assuming that the wealth manager can truly add value to you and your plan, both you and the wealth manager decide to work together. If needed, we will suggest other ways in which we can help, including recommending another provider if we are not a good fit for your needs. Either way, you’ll receive a Life Chart and a personalized analysis of your current situation.