Because everyone’s financial situation is unique, we adapt our process to meet your unique needs. The following is a general template of how our process works:
It all starts with trust. Our most important goal is to understand your needs so we can fulfill them. Our strongest relationships have lasted since we founded Columbia Group Wealth Management, and that level of trust has given our clientele great confidence.
Preparation brings our most enduring success. We look forward to better understanding your financial picture and executing a comprehensive plan to strengthen it.
Columbia Group Wealth Management encourages an honest dialogue between client and advisor to help meet expectations. No matter your current fiscal position, we will get you where you want to go.
While we serve your financial needs, our ultimate goal is to empower you. All of our plans are dependent on your approval.
When our financial plans meet your needs, we will begin to implement them. This is an exciting part of the process that will offer long-term results.
Working with Columbia Group Wealth Management becomes a hands-on experience. We relish the opportunity to track your portfolio progress and fine-tune plans along the way.
We are currently taking on new clients. Give us a call and we’ll get started.
