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Our Process & Guiding Principles

WEALTH VISION ADVISORS LLC® is driven by our commitment to provide our clients with:

  • Unyielding devotion to the client's best interests above all else
  • Independent, professional and objective advice
  • Robust analyses rooted in proven concepts, including asset allocation and diversification
  • Client service that is both highly responsive and proactive
  • A transparent fee structure that aligns us with the client’s wealth accumulation goals and reinforces our long-term relationship

Our “hands-on” approach begins with a detailed and candid conversation with you about who you are, where you’re at and where you would like to go, both in terms of career and/or retirement as well as with respect to any other personal aspirations, for both you and your loved ones.  This consultative and panoramic process provides the foundation upon which we build a strategy to pursue your goals. Here is how we proceed:

  1. We work with you to more precisely define your investment objectives, time horizon, risk tolerance and income/liquidity needs.  This criteria will guide our initial analysis and also serve as a baseline reference guide for ongoing reviews and adjustments.
  2. We create a customized investment strategy. We apply the concepts of asset allocation and diversification, and we incorporate tax-efficiency strategies, as we identify and recommend the most appropriate investment options.
  3. Together, we build an investment program and curate a portfolio of assets tailored to meet your specific needs. We recommend which assets should be owned and how they should be allocated. We support the asset recommendations with thorough research and the assessment of investments best suited to meet your objectives.
  4. We monitor and manage your portfolio, and we continue to review and evaluate your investment strategy (including in consideration of any relevant market and economic events), to ensure it remains aligned with your goals.*
  5. We keep you informed about the performance of your portfolio, but we also give you the ability to track your investments on a daily basis, or whenever you want, through the Client Access link on our website or app.  And, we pledge to check in with you periodically so that we can help you maintain a disciplined approach to pursuing your financial goals and objectives. For any important financial decisions in your life, we want to be your personal chief financial officer.

*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and asset allocation do not protect against market risk.