CLIENT EXPERIENCE

Wealth management reimagined.

Most money management firms are focused on growing your money.

We think the way you live is more important. Because when your financial decisions reflect your goals and priorities, you’re closer to the life you want.

That’s why we created our unique approach to Financial Life Management. Before we make any recommendations about your investments, we take the time to understand what your money truly means to you.

Our work begins with you.

What are your goals? What’s important to you? How do you feel about money? A healthy financial life starts with these questions. That’s why we’ve created a proprietary, innovative approach to help understand the “why” behind your money.

Working with a specially trained, experienced adviser, you’ll engage in our unique Financial Life Management process. Together, we’ll use research-based tools and sound investment strategies to create a clear picture of your financial life.

MONEY MIND®

The Money Mind® analyzer reveals how you feel about money and how those biases affect your financial life.

DISCOVER YOUR MONEY MIND

HONEST CONVERSATIONS®

Financial life management begins with Honest Conversations® about what you want your money to do for you.

START YOUR HONEST CONVERSATIONS

Plan

An effective investment plan is one built around your goals, priorities, and feelings about money. Based on the insights gathered from our tools and exercises, your adviser will create your Financial Life Management plan. It’s all summarized in your Guidebook — your personal road map to the life you want.

The Guidebook puts everything about your financial life in one place and shows you exactly how to get where you want to go.

SEE THE GUIDEBOOK

Adjust

Life happens, and plans change. To know whether you’re still on track, you need more than a monthly financial statement. You need to stay focused on what really matters. That way, when things change, you’ll know how to respond.

Through the GuideCenter®, you can access your financial plan — and your adviser — anytime, from anywhere. You’ll always have a real-time view of your financial life whenever you need it. Ask your adviser a question, review your progress or see how your decisions can directly influence your financial life.

FIND YOUR GUIDECENTER®

Experience a better approach.