Get in touch
555-555-5555
mymail@mailservice.com
480-505-4033
Client Experience
Partners In Managing Your Wealth
Alpha Fiduciary partners with you to ensure our wealth solutions reflect the dynamics of your whole life.
We’ll remain available to you so that you’ll never be left in the dark when it comes to your wealth.
We believe in offering dynamic wealth management services, we make ourselves available to collaborate with any outside advisors to address tax issues, estate planning, legal matters, major purchases, insurance, etc.
Our Wealth Management Process:
Meeting 1:
Discovering your needs
- Determine what is important to you, your goals and your fears
- Discuss your investment goals and expectations
- Define your personal and financial goals
Meeting 2:
Defining your wealth plan
- Set the framework for our professional relationship
- Establish responsibilities and expectations
- Determine your wealth planning team, including outside advisors
Meeting 3:
Building your plan
- Discuss investment recommendations based on our prior meetings
- Discover ways to optimize both asset allocation and asset location
- Design your risk-conscious, tax-efficient portfolio to meet your specific needs
- Review the investment plan
- Determine the course of action
Meeting 4:
Reviewing your wealth plan
- Review client-advisor responsibilities
- Determine which steps still need to be completed
- Track goal progress
- Reevaluate and adjust the wealth plan if necessary
- Amend any timelines or expectations as needed
Keep Your Wealth Plan On Track
Periodic Performance Reports
Ad-Hoc Portfolio Reviews
On-Demand Reporting via Online Portal
Family Meetings, Educational Events, Newsletters
