Our Consultative Approach

Our Consultative Approach

Using a consultative approach, we leverage proactive management strategies & sophisticated planning solutions to help turn dreams into reality.

Smedley Private Wealth Management specializes in helping affluent clients nearing retirement chart their own path, find peace of mind, and spend more time with the ones they love.

We understand that financial choices abound. We believe the only way to help you choose the best options, is to understand your values and goals. To accomplish this we use a client-centered consultative process to understand the important facets of your life. This process aligns your financial affairs with your values in a simple and effective manner to give you peace of mind knowing your most pressing concerns have been addressed.

Our Process

Our wealth management process is a systematic approach to designing and implementing your personal wealth management plan. At each step of the process, we seek to wow you with our service and commitment to exceptional service. Our process involves the following steps:

Mutual Discovery Meeting

Our interactive process starts with your personal discovery meeting where we take time to listen and learn about what is...Read More >

Investment Plan Meeting

You will then come back for an investment plan meeting where your individual plan is presented and explained in detail. This step is critical because it details your financial...Read More >

45 Day Follow-up Meeting

In 45 days we will have a follow-up meeting to make sure we are living up to your expectations. We will also organize...Read More >

Regular Progress Meetings

From that point forward we will have regular progress meetings as often as suits your needs. Through these regular progress meetings we will implement advance planning techniques focused on...Read More >

+ Next: Learn About Our Advanced Financial Planning Techniques

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