At WealthVisory, we recognize that financial success is about more than just growing your assets—it’s about ensuring long-term security, achieving personal goals, and navigating life’s transitions with confidence. That’s why we developed the SmartMethod, a holistic approach designed to help successful individuals and families make informed financial decisions without anxiety.

A Comprehensive, Personalized Approach

Rather than focusing solely on wealth management, the SmartMethod encompasses all aspects of financial well-being. We partner with our clients to provide panoramic financial planning, ensuring every element of their financial lives is addressed. As fiduciaries, we take our responsibility seriously—acting as your Personal Financial CFO to oversee your financial strategy while empowering you, the Financial CEO, to make informed choices confidently and efficiently.

The 4-Step Process

Our process is designed to guide you from where you are now to where you want to be. Each step is tailored to meet your unique needs, ensuring that we create a personalized financial strategy that supports your goals and adapts to life’s changes.

  1. Introductory Meeting
    In our first meeting, we’ll identify your goals, priorities, preferences, and any obstacles you may have. We’ll also mutually establish what your expectations are for us, and if an ongoing partnership is the right fit.
  2. Exploration & Preliminary Planning
    After our first meeting, we’ll take a deeper dive into your situation. As we have a more detailed conversation about your personal and financial goals, we’ll start sketching a preliminary plan. The more open and transparent this phase is, the more detailed our plan will be.
  3. Detailed Planning
    Now that we have a foundation, we can deliver an easy-to-follow roadmap that will guide you towards your financial goals. This plan will address the areas that are most important to you, and outline the steps needed to conquer potential obstacles. Your plan will also aim to gain maximum returns via a solid, tax-efficient portfolio.
  4. Ongoing Support & Advice
    Life is constantly changing, and your goals will too. When new priorities lead you towards different approaches to wealth management and savings, we’ll be here to adapt your plan so it transitions along with you.

The 7 Parts of the SmartMethod

The SmartMethod is composed of seven key components that work together to create a comprehensive financial plan. Each part plays a vital role in ensuring that every aspect of your financial life is aligned with your goals.

  1. Investment Management
    Portfolio management designed to achieve your goals and focus on what matters to you. We tailor investment strategies to your unique circumstances, ensuring alignment with your risk tolerance and long-term objectives.
  2. Risk Management
    Strategies designed to protect your assets and mitigate potential losses. We evaluate your insurance needs and develop plans to shield your wealth from unexpected events.
  3. Tax Planning
    Optimized approaches to minimize your tax liability and maximize your savings. We incorporate tax-efficient strategies into your financial plan to preserve wealth and minimize tax burdens.
  4. Retirement Planning
    Customized plans to help you achieve a secure and comfortable retirement. Our goal is to ensure you can transition smoothly from earning a paycheck to living off your investments.
  5. Estate / Legacy Planning
    Guidance for efficiently managing and transferring your wealth to future generations. We help ensure that your estate is structured in a way that aligns with your wishes and minimizes taxes.
  6. Charitable Giving
    Strategic planning to align your philanthropic goals with effective tax and estate benefits. We help you create a giving strategy that reflects your values while maximizing the financial impact.
  7. Value-Added Services
    Additional support and resources to enhance your financial well-being and help you achieve your objectives. We provide continuous guidance and personalized support to ensure your plan remains aligned with your evolving needs.

A Roadmap to Confidence and Clarity

At WealthVisory, we are passionate about removing the stress from financial decision-making. Through the SmartMethod, we guide our clients through a structured yet flexible planning process that adapts to their evolving needs. By integrating these seven parts into a unified strategy, we help our clients not only achieve financial success but also enjoy peace of mind along the way.