Our Partnership With You
Using our proprietary process, The Summit FORMulaTM, we provide comprehensive financial planning and wealth management throughout our long-term partnership with you. A partnership where we help you to secure your family investment legacy, pursue a work-optional lifestyle, and check off as many experiences as possible from your recreational bucket list.
WHAT YOU CAN EXPECT FROM US
• Strive to ensure and maintain a thorough understanding of your financial goals.
• Update your current financial information on a regular basis.
• Monitor your investments regularly and make adjustments as necessary.
• Explain our recommendations in a straight-forward language.
• Keep you updated via your preferred method of communication: email, mail, phone.
• Meet at least annually (more often if necessary) to review any critical financial events
and your complete wealth plan.
• Act as your primary Personal Wealth Manager, coordinating the efforts of other related professionals when appropriate.
• Help you save time by maintaining a network of professionals (i.e. CPA, Estate Planning Attorney, Home & Auto Insurance, Mortgages) who we can refer you to.
• Strive to provide a comfortable office environment where you can talk with real,
down-to-earth people who will care for your family for generations to come.
An important feature of The Summit FORMulaTM is providing access to respected professionals. This additional expertise is part of our proven process to help our clients reach their full potential around financial independence.
OUR STRATEGIC RESOURCES INCLUDE:
Estate Planning Attorneys Certified Public Accountants
Mortgage Brokers Residential & Commercial Realtors
Property & Casualty Brokers Commercial Bankers
Private Client Bankers Business Law Attorneys
Retirement Plan Administrators
The strategic resources and their respective services are not affiliated with Picardy Wealth Management or LPL Financial.