Broker Check

Our Approach

A Holistic, Personalized Approach to Wealth Management

At WestPeak Private Wealth, the way we manage your wealth is always tailored to meet your unique needs and objectives. We don’t rely on proprietary products or one-size-fits-all financial plans; we build every plan from scratch, based on your individual circumstances, then provide the exact services you need to help you reach your goals.

We do this by following a process that allows us to get to know you on a more personal basis—your current circumstances, long-term goals, concerns, needs, and more—then create a tailored plan that fits your life. We believe that a strong, trusted relationship and a customized, holistic approach to your finances is the best recipe for long-term growth and success.

Our 5-Step Financial Planning Process

We deeply value the trust our clients put in us to help them reach their goals. We take this responsibility seriously, which is why we follow a clear and detailed process to evaluate each client’s needs and determine the best course for giving you the support you need. Our five-step process includes:

  • Consultation & Discovery – We’ll sit down together and get to know you and your financial objectives. Together, we’ll identify your goals, values, challenges, risk tolerance, and any special concerns you may have.
  • Developing an Investment Strategy – We’ll analyze your current investments and other information you provided in our conversation so that we can match your objectives to sound strategies. We’ll identify your recommended asset allocation mix and develop a comprehensive investment strategy unique to you.
  • Presentation of Recommendations – We’ll meet again to present our recommended wealth management approach and customized solutions. These may include retirement, family, and estate planning; cash management suggestions; lending opportunities; and more, as part of our comprehensive plan.
  • Execution of Strategy – After you approve a plan and strategy, we’ll begin executing it. We’ll open new accounts, transfer existing assets, conduct trades, and perform any other necessary tasks to help get your financial plan on track.
  • Collaboration and Support – After your plan is in motion, we’ll continue to assess your accounts and personal situation regularly to ensure that your financial objectives are being met. Our support includes setting you up with online account access, scheduling review meetings, and proactively contacting you if we believe there are any changes that could benefit you in your financial plan. We’ll stay connected with you through any communication channels you’re comfortable with, and at the frequency of your choice.

The first step to developing a financial plan that meets your needs is a simple conversation with our advisors. So what do you have to lose? Schedule your initial complimentary consultation today, and see how our team can help you reach your financial goals.

Schedule a Free Consultation

Our Investment Philosophy

The exact method we follow for managing your investments will be tailored to you, your risk tolerance, time horizon, and other important factors. However, our general investment philosophy is one of steady, long-term growth and strategic diversification. We follow three simple guidelines with our clients’ investments:

  • Strategic – We believe the most effective way to capitalize on positive market trends is to be fully invested across a broad, diversified range of equity asset classes, while also incorporating fixed income, alternative assets, and cash in smaller proportions as appropriate to your individual risk tolerance, time horizon, and financial goals.
  • Tactical – Because markets move so quickly, we believe the best way to invest is to identify short-term opportunities among equities and fixed income. We also recommend that you review your risk tolerance to ensure you maintain a cash allocation appropriate for your current situation.
  • Core-satellite – We recommend a strategic buy-and-hold asset allocation strategy that is a broadly diversified portfolio of stocks, bonds, cash, and alternative investments. This is also known as core-satellite investing. We may add tactical managers or funds as appropriate to help you take advantage of upswings in the market while still providing some protection for market downturns.

We continue to monitor your managed investments and your overall financial plan year after year, adapting as needed to meet your changing circumstances and needs. Each recommendation we make is done with your best interests and long-term success in mind, as part of your holistic financial plan.

Learn More about Our Financial Plans

Have a Question?

Thank you!