At Labrum Wealth Management we address our client’s wealth planning in a comprehensive, coordinated and disciplined manner, with a deep appreciation for both the human and the economic aspects of wealth. Our financial advisors will work in conjunction with other advisors, such as the CPA and Trust Attorney, to create a seamless advisory board that can meet your evolving needs. Labrum Wealth Management financial advisors follow a simple four-step process:
- Discovery: We help our clients to define and articulate their ideal vision for the future, then discuss and understand that vision within the context of their available resources, personal concerns and family dynamics.
- Plan and Design: Labrum Wealth Management’s financial advisors will bring the collective knowledge of our firm and unlimited resources to create a personalized financial plan and investment strategy.
- Implementation: Leveraging our resources and investments in technology we are able to effectively implement aggregated financial planning and reporting along with low cost, tax sensitive investment management.
- Review and Monitor: We commit to regular review with our clients to make every possible effort to keep you informed of any changes to your situation. Our financial advisors will make any necessary adjustments to your wealth management strategy to ensure the highest probability of success.