Our Approach

couple holding hands in lounge chairs on beach under umbrellaAt StoneCrest Wealth Management, Inc., advanced planning tools and investment strategies are utilized to help you meet your financial goals. Our commitment to working with a select group of clients to deliver personalized service through close, trusted relationships guarantees that you will never be “just another client." From day one, our advisors will work with you to help identify and understand your personal goals and objectives in order to help protect your assets, ensure your legacy, and realize your financial dreams.

Planning Process

Our wealth management planning process consists of three distinct phases: strategy, implementation, and monitoring.

planning process diagramPhase I: Strategy
The primary objective of this stage is to develop a long-term financial strategy. We'll begin this stage during our initial meeting, when we're first getting to know you. Focus will be on your specific needs and what you want your wealth to do for you -- today and into the future.

Next, a comprehensive proposal will be developed that outlines the strategy recommended for your potential long-term success. This proposal will be provided to you at our second meeting, when we'll review our strategies, explain the rationale behind our advisors' recommendations, and answer any questions you may have. By the end of the meeting, our goal is to agree to a comprehensive wealth management plan.

Phase II: Implementation
The primary objective of this phase is to successfully implement our agreed-upon strategy and put our ideas into action. Through constant communication and our highly skilled staff, we'll strive to make this process as quick and easy as possible for you.

Phase III: Monitoring
Monitoring your wealth management plan is an ongoing process designed to help ensure that every action we take on your behalf and within your accounts is consistent with your goals and objectives. Your accounts will be actively monitored to help ensure they continue to perform in a way that meets your financial goals.

There is no question that wealth comes with its own unique set of challenges. At StoneCrest Wealth Management, we strive to use our experience, skill, and thorough understanding of your needs to help you build a financial plan that has the highest likelihood of helping you face these challenges with success.

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