Guidance for the big picture and finer details
What to expect when working with the Mitchen team
We tailor our full range of wealth management services to wherever you are in life and your goals at each stage. Through a process that is detailed and time-tested, we go to great lengths to provide a holistic approach of custom financial planning, investment management, charitable giving and tax and estate planning strategies specifically for you. Our process starts with a deep understanding of your unique needs.
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As we listen to you, we learn about your objectives, your perspective on risk and your liquidity needs. We then devise a plan to support your personal goals through professional investment management and strategic planning.
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Using the details you have confided in us and our access to high-caliber research and analysis, we narrow down a selection of investments and an allocation tailored to your financial life. We will then present our recommendations and outline the steps needed to implement your plan.
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Once you have approved the plan, we put it into action by choosing investment vehicle types and services distinctly suited to your needs, goals and risk tolerance. We craft your portfolio carefully, making the most of the choices available to serve your precise situation.
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After establishing your plan, we continue to review its progress toward your objectives and help ensure it keeps working for you through all of life’s changes, updating you and providing ongoing support. We stay abreast of what’s ahead, helping you remain equipped for the challenges of tomorrow.
