We believe wealth management is an interactive process, that requires a partnership between client and manager. Before you decide to join us, we will invest time and expertise to make sure we are the right partner for you. To do this, we follow a clearly defined process that will offer you:
True wealth is knowing what money really means to you. What worries and excites you when you think about the future? We will help you clarify what you want to achieve and what is most important to you and your family.
We then help you develop a plan that gives you insight and offers the highest probability of achieving your goals. The plan includes a detailed analysis of your current situation and an objective assessment of your investment portfolio. It also explores opportunities for tax enhancement and estate planning
Developing a good plan is one thing, but implementing it and sticking with it is another. If you decide to work with us, we will be by your side to ensure your plan is executed and adapted to the challenges you will encounter. An important part in this process is investing a portion of your capital with unflinching discipline alongside the other Triple Partners families.