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Financial success brings unique challenges. Selecting the right team of professionals for your situation is essential to helping you navigate toward your preferred future.
Our team was established on the principle of providing premier investment advice and service to a select clientele. By taking the time to understand your personal values and priorities, we are better equipped to help you attain the life you want to live and the legacy you want to leave behind.
We provide integrated strategies for individuals with substantial financial success. Our approach is based on the fundamental concepts of sound financial advice, quality investments and a well-executed plan. By following this process we develop innovative, custom investment strategies that help balance income, growth and safety for each client.
Our approach is personalized because your needs are unique.
Experience the Difference
We understand that providing appropriate and timely investment recommendations is sometimes viewed as a commodity. That’s why we consider impeccable personal service the hallmark of our practice. Our team strives to understand each client’s goals and priorities before the first recommendation is made.
To address the many facets of wealth management, we have assembled a diverse team of professionals experienced in high-net-worth consulting and corporate account management. Each member applies a wealth of experience to help develop a tailor-made investment strategy and bring an uncommon level of sophistication to your investment management.
Wealth Management
The Wealth Management Team assists you in identifying investment objectives, developing individual strategies, monitoring strategies and reviewing portfolio performance. They are committed to providing superior professional advice and support, and have extensive experience in the areas of investments and financial products, portfolio analysis, investment planning, trust1 and estate analysis and administration.
Client Services
The Client Services Team supervises operations and administrative details. Realizing that it is often critical to have a timely response, they are available to answer your questions and ensure that activity is accurately monitored. The team focuses on making sure you are comfortable with the information provided — whether through traditional monthly statements or the Internet.
1 Trust services are offered through Wachovia Bank, a national banking association (chartered by the Office of the Comptroller of the Currency) and a wholly owned subsidiary of Wachovia Corporation. Wachovia Securities does not provide legal or tax advice.
Charting A Course: Our Portfolio-Management Process
 1. Review your current situation and resources
We begin by analyzing your current financial situation to identify your individual priorities and develop a clear picture of your preferred future. We address your full situation, including such issues as asset allocation2 and tax and estate planning strategies.3
2. Analyze your goals and objectives
Next we achieve a thorough understanding of your investment goals and establish a comfortable risk level for your portfolio by listening carefully to you and consulting with your other professional advisors when appropriate. We can adjust your investment strategy to reflect realistic expectations, your own comfort level and your individual priorities.
3. Develop and confirm your strategy
We then consult with you to review the details of your customized financial analysis, confirm our interpretation and explain our recommendations. With your agreement, we will execute the investment recommendations that have been customized to your needs.
4. Proactive communications
We are committed to communicating with you regularly, answering your financial questions and providing performance reporting and suitable recommendations as appropriate.
5. Monitor your progress
We monitor portfolio performance, checking to ensure that your assets continue to be properly positioned in view of market movements. We periodically review your financial situation and provide reallocation and rebalancing services as needed.
Ongoing Information
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2 Asset allocation/investment timing cannot eliminate the risk of fluctuating prices and uncertain returns.
3 Wachovia Securities does not render legal, accounting or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.
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