When working with The Ruppert Team, we implement a four-step process to protect your wealth for you and your family. We provide personalized support and deliver strategies to help you accomplish your financial goals.
Step 1: UNDERSTAND YOUR NEEDS AND PREFERENCES
Recognizing that no two clients are alike, the Wealth Management Process begins by understanding your specific needs and preferences to meet your investment goals. To do this effectively, we gather important information which includes your:
- Financial and personal status
- Investment goals and preferences
- Investment objectives and constraints
- Risk tolerance
- Time horizon
When we meet with you, our fundamental purpose is to understand what matters most to you and your family.
Step 2: CREATE AN INVESTMENT STRATEGY
Once we have clearly defined your needs and preferences, we create an investment strategy tailored to your requirements. A detailed financial plan will be built that establishes cash flow management, education planning, retirement planning, investment planning, risk management and insurance planning, estate planning, and business succession planning (for business owners).
Step 3: CUSTOMIZE YOUR INVESTMENT PORTFOLIO
When it comes to an investment portfolio, one size does not fit all. We will implement your investment strategy to construct a custom-designed portfolio, integrating your investment objectives, risk tolerance and investment time horizon to achieve your individual financial goals. With access to other leading financial, estate and business planning professionals, in-depth research and analysis and best-in-class investment solutions, our team can assist you in customizing an effective portfolio.
Step 4: MANAGE YOUR PORTFOLIO TO MEET YOUR OBJECTIVES
We will continuously monitor and review your portfolio on an ongoing basis and adjust your strategy to keep it aligned with changing life events and evolving market conditions. Our regular reviews ensure that your plan remains an effective tool in achieving your goals.
If you don't know where to start or how to get to where you want to go, call us at 905-272-6000. We have the expertise, experience, and desire to help.
