Strategies for Protecting Wealth
by Darrell Aviss

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Private Client Profile

As a Private Client Advisor, we become what our affluent clients really want us to be: their personal Chief Financial Officer, someone who helps them think through their challenges while working with them collaboratively to determine and implement optimal solutions.

We have developed a potent, field tested method to strengthen and add value to our client relationships to ensure that our affluent client’s needs are fully met.

We leverage two primary tools:
• The Private Client Management (PCM) Process consisting of a series of five different client meetings. As part of the Private Client Management Process, we will create a Private Client Profile, a very comprehensive description of seven key areas of our client’s life. Using the Private Client Profile, we will create an Investment Plan, and later on a much broader Wealth Management Plan.
• The Professional Network that provides us with the top-end expertise that our clients require. We need to address the totality of our client’s financial challenges with the best possible strategies, services, and products. This is something that no responsible wealth manager can do alone, as no one person can be an expert in the entire range of advanced planning needs and solutions.

Private Client Profile Overview