After the initial phone meeting and we decide working together is in both of our best interests, we will begin. The process of Wealth Management contains two aspects: pre-management and the actual management. Pre-management is used to determine what you are looking to accomplish, set expectations, and start building your accounts. The management is the internal process after we take control, building and managing your accounts according to your goals established in the pre-management process.
The Pre-Management Process
Before the ongoing process of Wealth Management begins, certain preliminary steps need to be taken. We will need to get to know each other, determine what you are looking to accomplish, set expectations, gather data, and start building your accounts. Only after all that is accomplished, the management process can begin:
The Management Process
After all this preliminary pre-management work is complete, the professionals at Heritage take over.
Just one of the many ways we feel your trust is gained is by being 100% transparent about the fee structures. Click to learn about our Wealth Management fee structure.