Our focused, flexible team approach gives our clients access to the knowledge and skill set of a diverse group of individuals, as well as a culture of innovation and accountability. Every member of the
Weston team has a unique perspective, developed over years of industry experience, that is applied toward a common goal: Your peace of mind.
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