Let’s Sit Down for a Conversation
At WealthTower Capital Partners, we focus on generational wealth and prosperity that’s built to last. As your financial partner, we vigilantly scan the horizon for opportunities and threats that could impact your financial security and to help you stand guard over your financial future. Our greatest mission is to help you protect and grow all that you’ve worked so hard to achieve…now and for generations to come.
What can you expect when working with us? Let’s sit down for a conversation and see if we’re a good fit.
MEET
In this initial meeting, we’ll simply get to know each other. We’ll learn about your financial goals, walk through our services, see if we’re a good fit, and identify next steps.
DISCOVER
In our next meeting, we will dive deep into your unique situation. What are your financial goals and dreams? Who and what are most important to you? What keeps you up at night? What legacy would you like to leave?
ORGANIZE
Next, you’ll gather and send us your key financial documents: account statements, estate documents, personal and business financial statements, insurance policies, investment statements and other documents as needed for our analysis.
PLAN
After learning more about you, your goals, your financial situation, we will then design a customized financial plan designed to achieve the objectives you shared with us.
IMPLEMENT
Once you approve the plan, our team will work with you to ensure the implementation is easy. We’ll provide clear guidance throughout the process and coordinate with your other advisors as needed for a cohesive approach.
REVIEW
We’ll then hold regularly-scheduled review meetings each year to ensure your financial plan continues to reflect your evolving goals, market conditions, personal risk tolerances, and preferences.
Specialties matter.
SEE HOW WE HELP CLIENTSThere’s no greater reward than helping clients build wealth and prosperity for generations to come. That’s the power of WealthTower.