Broker Check


WEALTH SERVICES

Your Personal CFO

Our wealth services are specifically tailored to your unique situation and your goals, using our tested strategies and expertise. Once we meet to review your needs and dreams and perform our complimentary risk assessment, we'll create a custom plan for you. As your personal CFO, below are some of the services we provide high-performing professionals like you.

Investment Management

Sophisticated, competitive portfolio management

Tactical, tax-efficient investing

Liquidity management

COMPREHENSIVE
FINANCIAL PLANNING

Calculated retirement planning and management

Building generational success

Estate and legacy planning


ENTREPRENEUR-FOCUSED SAVINGS PROGRAMS

401(k) Services

College Savings Plans

RISK ANALYSIS
& MITIGATION

Loss of a loved one

Partnership protection

Buy/sell agreements

Loss of professional income protection

Please note that most of our clients have $500,000 or more of investable assets. If you do not think you meet this minimum, please still request a consultation so that we can explore whether our wealth services are a fit for you now, or in the future.

We understand that you have many demands on your time and energy. We've architected our entire client experience to ensure we ease your burdens.

Whether you're becoming a new client, or you've been with us for years, our processes and responsiveness are unparalleled. If you're making a change or hiring a wealth manager for the first time, we know that you want to know what you're taking on.

HERE'S A LOOK AT OUR NEW CLIENT EXPERIENCE.

ACCOUNT OPENING

ACCOUNT OPENING

We are honored to serve you and want to get to know you. Your new account documents will be prepared for simple execution.

STRATEGY CALL

STRATEGY CALL

Your portfolio strategy is customized for you. We will discuss your risk tolerance and goals to define and educate you on your initial portfolio strategy and allocation.

PROACTIVE CLIENT SERVICES

PROACTIVE CLIENT SERVICES

Your money is actively put to work and we will proactively reach out regularly with performance updates. We welcome you to touch base at any time.

NEW CLIENT PACKAGE

NEW CLIENT PACKAGE

You will receive your personalized Goal Planner and Investment Policy Statement to ensure your money is being managed in your best interest and with your goals top of mind.

CLIENT ACCESS PORTAL

CLIENT ACCESS PORTAL

You deserve transparent and accurate information with 24/hr access. We will guide you through your Client Portal where you can access account information alongside your complete financial picture.

ADVANCE PLANNING MEETING

ADVANCE PLANNING MEETING

Your goals and needs are important. You will meet with your Financial Planner to begin paving the way for your journey.

PLAN & STRATEGY

PLAN & STRATEGY

Your financial plan is ready and promptly implemented. We will refine and rework as your goals and needs change.

YOUR ADVISOR & ADVOCATE

YOUR ADVISOR & ADVOCATE

Sit back, relax, and enjoy your hard work. We will meet at least once a year for a comprehensive Investment Review. We’re by your side for every step of your journey.

What does success look like for you?

An easy transition to retirement, where you feel financially prepared and relaxed? Our Styre Retirement Roadmap will help you navigate the journey to retirement, as well as continue by your side to ensure you're taken care of in this important and exciting transition. Retirement is a huge milestone, and we help ensure you reach it with ease and joy.

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

PRE-RETIREMENT

2 years out

Retirement Financial Plan Preparation, Quarterly Calls

1 year out

Meet to review plan, discuss retirement wellness

3 months out

Holistic retirement meeting, finalize plan

2 weeks out

Styre celebration luncheon in your honor!

Retirement!

Congratulations! You did it!


POST-RETIREMENT

1 month post

Assist in rollover (if applicable)

3 months post

Distribution review

1 year post

Retirement wellness investment review meeting

1 year+

Ongoing retirement review and support