The R|W Process

Introductory meeting, two icon figures talking with each other.

Introductory Meeting

  • What is Important to You
  • About Us
  • Redefining Investment Advice
  • Fee Transparency
New client meeting with three icon figures standing together.

New Client Meeting

  • Your Financial Needs and Goals
  • Redefining Investment Advice (pt. 2)
  • Account Opening and Transfers
Implementation meeting depiction of two cogs.

Implementation Meeting

  • Delivery of Financial Plan
  • Investment Execution
  • Financial Strategies
Process depicting three ringing phone icons.

Ongoing Service and Advice

  • Behavioral Coaching
  • Financial Planning
  • Goals Based Advice
  • Coordination of your Trusted Advisors (CPA, Estate Attorney)

Improving outcomes through Independent, Objective, and Unbiased Advice


Redefining Investment Advice

Traditional Investment Advice based on timing investment markets, hoping to find the next great stock, or chasing last years’ winner is broken, expensive and destructive. We believe there is a better way.

A Simple, Evidence Based Approach

  • A unique combination of Education, Guidance, and Planning
  • No Chasing hot stocks or funds; no market timing
  • Disciplined investment and financial planning principles that work
Our evidence based approach includes 4 parts: 1. Build your wealth, 2. Manage your family business, 3. Protect what you have worked so hard to build, 4. Transition to future generations.


Financial Planning
Investment Selection & Monitoring
Asset Allocation & Rebalancing
Risk Management
Retirement Income Strategies
Tax/Estate Considerations
Specialized Expertise


Saving & Spending
Adherence to Plan & Goals
Set Realistic Expectations
Emotion, Bias, and Stress
Objective Feedback
Trusted or Advice
Life/Business Transitions


Both Spouses Involved
Engage Children in Process
Family Values
Multigenerational Planning
Your Legacy
Philanthropy & Giving


Save Valuable Time
Personalized Service
Coordinate Trusted Advisors
Vendor Selection & Monitoring
Integrated Technology