Our Wealth Management Client Process
Your Financial Journey
Our wealth management clients are guided through a process as unique as their own circumstances. We provide investment consulting and advanced planning as well as establish and cultivate on ongoing relationship based in trust, transparency, and fiduciary responsibility.
Gaining a thorough understanding of our clients underlies building successful relationships. Our process of investment consulting forms the foundation upon which Arcadia bases such relationships. We begin with a client interview process which, in addition to your investments, examines your values, goals, interests and relationships. With an eye toward portfolio protection, we evaluate the risk in your current portfolio and then recommend an investment plan which is designed to help you reach your unique goals.