Our Approach
We work with a select group of clients that see and value our ability to know them better, yet still maintain the objectivity to connect each client’s personal and financial dots in a way that is uniquely and comfortingly personal.
When you choose to work with us,
here’s what you can expect:
Our Approach
We work with a select group of clients that see and value our ability to know them better, yet still maintain the objectivity to connect each client’s personal and financial dots in a way that is uniquely and comfortingly personal.
When you choose to work with us,
here’s what you can expect:
1
Discovery – Capturing your story
- Learning about your history, personal situation, financial and investment history to uncover the possibilities and identify both your immediate and long term goals
- Thoughtful discussion to ensure we truly understand what’s important to you
- Learn about Pereux, our approach, team members and roles, and how best to work together
- Post-meeting summary of our findings: discussion highlights and next steps
2
Strategy – Designing your plan together
- Exploration of our fit and mutual commitment to establish a productive relationship
- Development of your wealth management action plan based on everything we’ve learned and our deep knowledge of the investment opportunities that best meet your goals
- Review of recommendations for implementing a phase-by-phase wealth management plan
- Detours and events: how and when to address changes and opportunities that arise
3
Action – Implementation
- Introduction to the specialists who make up your wealth management team
- Signing an investment agreement that provides certainty and assurance
- Putting your plan into effect using the key investment fund partnerships we’ve developed
- Strategically engage other professionals: insurance specialists, tax accountants, business evaluations; legal, lending specialists, etc.
4
Check-ins – Observe, review and refine
- Regular follow-up meetings are scheduled to review and explain your plan performance and progress, benchmarked alongside the market and other investment funds
- Initially check-ins occur more often, and as the plan progresses their frequency can be adjusted to your needs
- Ongoing review to consider your changing needs, evolving lifestyle, and key milestones to employ tax strategies and optimize your wealth management plan
- Signing an investment agreement that provides certainty and assurance
- Putting your plan into effect using the key investment fund partnerships we’ve developed
- Strategically engage other professionals: insurance specialists, tax accountants; business evaluations, legal, lending specialists, etc.
After the sale of our business we met with multiple companies to see who would be the best fit to manage our investments for this next stage of our lives. The Pereux team ‘got us’ best. After every meeting we get a recap of action items and highlights that proves they are really listening and keeping our changing goals in mind.
– Gerry B.