We are fiduciaries, which means we subscribe to a code of ethical conduct that mandates we act at all times for your sole benefit and interest. And that distinguishes us from other financial institutions that currently do not have such a mandate.
Weston Financial employs an in-depth, analytical approach to all aspects of planning, analysis, execution, documentation, and on-going communication.
Step One: Define Goals
- Determine and prioritize your personal life goals – for lifestyle, future generations, retirement, philanthropy – through attentive listening and thorough analysis
Step Two: Identify Resources
- Evaluate available resources that can help you achieve your goals
Step Three: Develop Strategies
Align your goals and resources to develop a series of models and strategies based on different future scenarios
Step Four: Design and Implement Portfolio
Tailor a portfolio based on time horizon and goal-oriented investing strategies and implement with best-in-class investment managers in each asset class
- Employ income tax, estate tax and risk management strategies