01
Determine & Establish Goals
Your dedicated Prudent Wealth Advisor meets with you to understand your unique goals and objectives. We help you break your goals down into Needs, Wants & Wishes.
Our Approach
Whether a first-time investor, an expert or a family member new to the role of financial planning, Prudent Prosperity is here to help each investor find the right path to success with the precise level of involvement desired.
Our Process
02
Assess Investments & Risks
We analyze your existing investment allocation and cash flow. We also determine your risk tolerance, preferences, investment experience, and desired outcomes
03
Discuss Investment Strategy
We will build a diversified portfolio unique to your needs that seeks to preserve your wealth and increase the probability of achieving your goals. We will then present our Investment Strategies using our proprietary research.
04
Investment Selection
We provide diverse investment options including fixed income, equities, and alternatives. Our Portfolio Management Team implements the plan, considering taxes, market conditions, and your risk tolerance.
05
Monitor & Adapt
We analyze the economy, markets, and portfolio risks by leveraging our network of leading research providers and technology. We adapt and rescale every tilt using tax-efficient methods to minimize risk and maximize the returns.
06
Communicate
We provide access to regular communications, providing perspective on current events, portfolio updates, and performance reporting through various channels including our secure client portal.