Wealth Services
Your Personal CFO
Our wealth services are specifically tailored to your unique situation and your goals, using our tested strategies and expertise. Once we meet to review your needs and dreams and perform our complimentary risk assessment, we'll create a custom plan for you. As your personal CFO, below are some of the services we provide high-performing professionals like you.
Investment
Management
Sophisticated, competitive portfolio management
Tactical, tax-efficient investing
Liquidity management
Comprehensive
Financial Planning
Calculated retirement planning and management
Building generational success
Estate and legacy planning
Entrepreneur-Focused Savings Programs
401(k) Services
College Savings Plans
Risk Analysis
& Mitigation
Loss of a loved one
Partnership protection
Buy/sell agreements
Loss of professional income protection
Please note that most of our clients have $500,000 or more of investable assets. If you do not think you meet this minimum, please still request a consultation so that we can explore whether our wealth services are a fit for you now, or in the future.
We understand that you have many demands on your time and energy. We've architected our entire client experience to ensure we ease your burdens.
Whether you're becoming a new client, or you've been with us for years, our processes and responsiveness are unparalleled. If you're making a change or hiring a wealth manager for the first time, we know that you want to know what you're taking on.
Here's a look at our new client experience.
Account Opening
We are honored to serve you and want to get to know you. Your new account documents will be prepared for simple execution.
Strategy Call
Your portfolio strategy is customized for you. We will discuss your risk tolerance and goals to define and educate you on your initial portfolio strategy and allocation.
Proactive Client Services
Your money is actively put to work and we will proactively reach out regularly with performance updates. We welcome you to touch base at any time.
New Client Package
You will receive your personalized Goal Planner and Investment Policy Statement to ensure your money is being managed in your best interest and with your goals top of mind.
Client Access Portal
You deserve transparent and accurate information with 24/hr access. We will guide you through your Client Portal where you can access account information alongside your complete financial picture.
Advance Planning Meeting
Your goals and needs are important. You will meet with your Financial Planner to begin paving the way for your journey.
Plan & Strategy
Your financial plan is ready and promptly implemented. We will refine and rework as your goals and needs change.
Your Advisor & Advocate
Sit back, relax, and enjoy your hard work. We will meet at least once a year for a comprehensive Investment Review. We’re by your side for every step of your journey.
What does success look like for you?
An easy transition to retirement, where you feel financially prepared and relaxed? Our Styre Retirement Roadmap will help you navigate the journey to retirement, as well as continue by your side to ensure you're taken care of in this important and exciting transition. Retirement is a huge milestone, and we help ensure you reach it with ease and joy.
Pre-Retirement
Retirement Financial Plan Preparation, Quarterly Calls
Meet to review plan, discuss retirement wellness
Holistic retirement meeting, finalize plan
Styre celebration luncheon in your honor!
Congratulations! You did it!
Post-Retirement
Assist in rollover (if applicable)
Distribution review
Retirement wellness investment review meeting
Ongoing retirement review and support