Process

Marbury Wealth Management
Creating Solutions Through a Family Office Approach

Introductory Meeting:
We will speak about your values and your visions so that we fully understand your goals. We will identify and prioritize your objectives. We explain our process and why we believe in the importance of a disciplined investment approach. We will also discuss costs and our fee structure.

Discovery Session:
After our introductory meeting and we become better acquainted it may make sense to sit down to a more formal discussion of your current financial situation. At this point we can discuss matters such as when and how you would like to retire, your investment risk tolerance and your money management philosophy. From this meeting our team can develop a comprehensive strategic roadmap for your financial future tailored to your goals and objectives.

Financial Analysis:
We will review your current estate plan, investments, income and expenses, taxes, life insurance, long term care plans; then design a strategy to help you meet your objectives.

Present Your Comprehensive Financial Plan:
We will carefully review our recommendations with you and the reasoning behind the decisions, answer all your questions and, once you are comfortable, begin implementation process.

Implementation & Ongoing Reviews:
Once you agree to implement our recommendations we can sign all the necessary paperwork and begin to deploy the agreed upon strategy. Each subsequent quarter we will deliver a comprehensive Quarterly Performance review in which you can track where you stand in relation to your stated goals.