Paperless | OneView | Real Time Wealth Management
(845) 627-8300 |
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Our Clients

& Our Process


The depth of relationships we develop with our clients is unmatched. We begin by learning everything we possibly can about them – who they are, what they want, who they care about and how they want to be involved. We know that if we can fully understand the lives our clients are currently living and the lifestyle they want to maintain into retirement, we can help them determine if they will have assets and cash flow to make that happen.

Some are still very much involved in their careers, have children to educate and possibly care for aging parents. They tend to be active in community and charitable organizations, generously supporting them with their time and money. They may have one major wage earner whose income they need to protect in the event of premature death. Typically, they are looking for help to prepare for the future while balancing the needs of the present.

We strive to earn our clients' trust at all times. They know we take our responsibilities seriously, and that we believe in being there – face to face – every step of the way, year after year.

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Have Questions?


To help our clients maintain or enhance their lifestyle long into retirement, we have designed a comprehensive process that enables us to fully understand your needs and concerns and then develop a financial plan and recommendations to help you make important decisions with confidence and enjoy life.


Discovery Process

Together we identify your goals, values, dreams and any special concerns or challenges.

Investment Strategy Development

After determining your risk tolerance and carefully analyzing your current investment portfolio, we develop your asset allocation strategy and portfolio design.

Investment Strategy Meeting

We meet to review and discuss our recommended investment strategy.

Implementation of Investment Strategy

We open new accounts, transfer in existing assets and then implement your investment strategy.

Develop Comprehensive Wealth Management Plan

We begin to develop your wealth management plan, including items such as income & cash flow analysis, retirement & distribution planning, insurance & liability planning, education planning, estate planning, family dynamics and charitable giving.

Wealth Management Plan Meeting

We meet to review and discuss our wealth management options and choices.

Implement Wealth Management Plan

We begin the process of implementing your wealth management strategies and solutions.

Follow-up Meeting

We meet to review your first statements and other documents to confirm your understanding of your investment strategy implementation. We help you organize what you need to save and set up online account access and your Real-time Wealth Management website to show you how to access information.

Ongoing Review of Investment Strategy & Wealth Management Plan

We develop a schedule for progress review meetings.


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