ABOUT US
OVERVIEW
At RowanOak Private Wealth Counsel, we help our families manage their wealth within the context of an overall wealth management plan, which may include investments, risk, tax, and estate planning strategies. In fulfilling our role, we must understand each client’s unique financial and lifestyle goals and ensure that the investment strategy matches these goals and their particular situation.
WHO WE ARE
Personalized Solutions and a Steadfast Attention to Detail
RowanOak Private Wealth Counsel stands apart in an industry providing rudimentary financial planning. Quite often, these plans fail to address an individual’s specific need and are an after-thought to the client’s investment portfolio.
Our fully integrated team approach believes planning is the first and most important step to building a successful and lasting wealth management strategy. Our firm has spent years creating a distinct and successful approach to wealth management individually tailored to each client and family. We have assembled a team of professionals to deliver this highly personalized and unique service to each client and family we work with.
RowanOak Private Wealth Counsel understands the benefits of working with specialists such as professional accountants, lawyers and business consultants to assist when necessary. Of course, if you have your own preferred partners we will be more than happy to work alongside them.
OUR APPROACH
Understanding and Achieving Your Goals
The discovery meetings are the genesis of our relationship. It is at this point we get to know one another on a personal and professional level. During these meetings we will share information about our firm, gather information on your current financial situation, help uncover your financial goals and understand your comfort level with various investments.
After our initial discovery meetings, your wealth manager will begin working with our financial planner to construct your Financial Lifestyle Plan. At this point, we begin the introduction of various tax and cash flow optimization strategies as well as a thorough introduction to the RowanOak investment philosophy. Once the initial plan is constructed, your wealth manager will present it to you for your feedback. This provides an opportunity for you to suggest any additions or adjustments to the stated goal priorities.
At this point, we will begin executing the strategies outlined in the plan. During this stage the investment strategy portion of your overall wealth management plan will also be implemented. We are steadfast in the belief you must have a sound plan in place prior to investing or risk the two halves working against each other.
During personal reviews, your wealth manager will provide a customized and detailed report outlining the progress made towards your goals. The review meeting provides an opportunity for you to share any updates with your wealth manager so the appropriate adjustments are made, ensuring your goals are achieved.
In between meetings, your wealth manager will proactively monitor your account and make recommendations where appropriate to ensure your plan stays on track.
Frequently Asked Questions
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