Generational Wealth Management

Our clients are successful families and individuals approaching or experiencing a transition in their lives. We help them navigate these changes, which empowers and enables them to have peace of mind

The Four Phases of Wealth:

1.
Accumulation

During this phase, individuals are primarily focused on saving and investing the assets they are likely to need to help meet their long-term financial goals.

2.
Preservation

As investors move into their peak earning years, their financial focus may gradually shift from asset growth to protecting their families and their portfolios from unexpected adversity or market volatility.

3.
Utilization

At some point, individuals will utilize their accumulated resources to fund their major life expenses—primarily retirement.
    

4.
Distribution

During this phase, affluent individuals will want to leave a legacy behind that can be distributed to their children, their grandchildren and/or their communities

We help our clients work to meet or exceed their goals in each of the four phases of wealth by ensuring they have a strong financial and investment plan in place

Financial Planning & Coordination

Everything Starts With A Plan

The 6 Steps of a Financial Plan

  1. Defining client-planner relationship

  2. Gather client information and estimate goals

  3. Evaluate client’s present financial status

  4. Develop & present recommendations and/or accounts

  5. Implement recommendations

  6. Ongoing monitoring

The Investment Management Process


We seek to invest our client’s assets based upon their risk tolerance and goals, utilizing our PDQ Process.

– We are only interested in buying what we consider to be the best companies in the world

– We seek to maintain a balance of buying at attractive valuations and selling when valuations are unattractive

– We believe long-term investing is the surest path to financial success

 

Investment Management

A Sound Financial Plan Requires the Right Investment Plan

Contact Corrigan-Jones Today