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Our Process

A Coordinated Approach to a Comprehensive Plan

Windsor Private Wealth follows a disciplined approach to creating and implementing
comprehensive wealth management strategies, all of which are designed to address the precise needs of our clients. We believe strongly in sound financial planning and forward-looking financial modeling.

1. Discovery

Our service orientation will be evident from your first meeting with us. We will work to identify your needs and objectives, and we’ll ask you about the hopes and concerns you have for your family, your business, and your community. We will learn as much as we can about your life – not just how you earned your money, but how your experiences have shaped who you are and where you want to go from here.

2. Financial Plan Development and Asset Management Strategy

Once we have all the qualitative and quantitative information we need to thoroughly understand your financial goals, we compose a written financial plan and a formal investment policy statement. These documents clearly spell out your goals and include any special preferences or instructions you have given us. These comprehensive plans may include:

  • Cash flow and capital needs analysis for retirement and other goals
  • Portfolio design analysis and blueprint
  • Estate planning strategies and legal design optimization
  • Tax efficiency evaluation
  • Charitable giving strategies

3. Implementation of Customized Strategies

Whether it’s selecting the best stock, bond, and hedge fund managers from around the world, or using innovative loan products for total balance sheet management, the asset and liability strategies we create use only the best of the best. We work to cherry pick portfolio components from across the investment industry, and the world, as we believe this gives our clients the highest probability of growing and protecting their assets. As our compensation is independent from manager selection, our recommendations remain independent and unbiased.

4. Rebalance & Review

We understand that you live an active life, and that your needs and aspirations may evolve over time. By staying in regular communication, we make sure that your investment strategy and asset allocations remain appropriately aligned with your goals. Once your investment strategy is in place, we work to keep it current with updates to your financial plan several times each year, and with any major change in your financial life. We also send you a written portfolio performance report every three months and hold periodic review meetings at your convenience to make sure that you know where you stand and what actions you should consider.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (857) 328-1100