Partners In Managing Your Wealth

Our wealth management process involves more than just establishing an initial relationship and picking some investments. 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. And because 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.

Between scheduled meetings and communication when you need it, you’ll receive a high level of service.

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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 Investment 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

To ensure your wealth plan is staying on course, we’ll have semi-regular meetings as well as updating you as necessary on how your investments are doing.


Ad-Hoc Portfolio
Reviews With Your
Your Wealth Manager

Reporting via
Online Portal

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