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What We Do

Helping You Make Your Ideal Life Landscape

As your Advisor and your personal "chief financial officer", we set the foundation of your financial house through the development, implementation and execution of a comprehensive financial plan.

Total Client Profile

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Goals-Based Wealth Plan

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Investment Philosophy Statement

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Advanced Plan

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No two individuals are alike

Everyone has different circumstances and aspires to different dreams.

The success of our client/advisor relationship is largely contingent on how well we know you and your unique life situation. Separate and apart from understanding your financial situation, assets and investments, it is imperative that deeply comprehend your most important values, goals, relationships, and interests.

This level of insight provides several important benefits:

  1. It allows us to construct an investment plan that will maximize the probability of achieving all that is most important to you and your family.
  2. It sets the foundation for our long-term relationship.
  3. It enables us to work with you in precisely the ways which you prefer.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

ascott@wellacrewm.com | (714) 757-3222