Wealth
Management

Wealth creation is more than simply buying stocks low and selling stocks high. Wealth creation takes vision, time, and uses a number of tools including Exchange Traded Funds, Fixed Income Securities, Active Management, Hybrids, Cash or even residential property.

WEALTH MANAGEMENT
STRATEGY & PROCESS MAP

Step 1

Strategy Session


Clients partner with the wealth management team to understand where they are, where they want to be, and how to get there
Strategies are further reviewed around our 4 levels of wealth creation paradigm

Step 2

Wealth Creation Strategy

Private Capital Management evaluates your full financial position and creates actionable strategies to help your wealth grow

Step 3

Strategic Review

Clients meet with the team to review their recommendations and how they will be implemented over the coming months



Step 5

Ongoing Client Support

Post strategy implementation, clients have on-call support and coaching as a trusted partner
Further benefits include complimentary educational events and the opportunity to attend our annual conference

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