Discovery

Our Discovery process offers a 360 degree evaluation of the business health of a Wealth Management firm. We interview the leadership team, key members of the staff, clients, and review a wide assortment of documentation that gives us an objective understanding of where a firm has been, where they are today and where the current trajectory is likely to take them. At the conclusion of the Discovery, we offer a prioritized list of strategic and tactical recommendations that help the firm achieve their vision and business objectives.