The Client Experience
Wealth Management goes beyond traditional investment ideas and solutions to encompass financial needs in all three phases of a client’s financial life:
DISCOVER
The relationship between client and Financial Advisor is of the utmost importance. The first step when working with RWM is to schedule a consultation, in which we begin by discussing and understanding your goals, objectives, time horizon, tax status, and sensitivity to risk.
MONITOR AND REVIEW
Your advisor will review your plan and portfolio on a consistent basis. Adjustments may be recommended to help make sure you remain on track to achieve your intended goals.
EVALUATE
The Riley Whalen & Munn team will work with you to gather all relevant data and then conduct a comprehensive review of your situation and current financial picture.
Implement
We will implement a plan that encompasses a variety of strategies to help you accumulate, preserve, and transfer wealth.
RECOMMEND
The Client Experience
Wealth Management goes beyond traditional investment ideas and solutions to encompass financial needs in all three phases of a client’s financial life:
DISCOVER
The relationship between client and Financial Advisor is of the utmost importance. The first step when working with RWM is to schedule a consultation, in which we begin by discussing and understanding your goals, objectives, time horizon, tax status, and sensitivity to risk.
EVALUATE
The Riley Whalen & Munn team will work with you to gather all relevant data and then conduct a comprehensive review of your situation and current financial picture.
RECOMMEND
Implement
We will implement a plan that encompasses a variety of strategies to help you accumulate, preserve, and transfer wealth.
MONITOR AND REVIEW
Your advisor will review your plan and portfolio on a consistent basis. Adjustments may be recommended to help make sure you remain on track to achieve your intended goals.
