Our Approach

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.

Review and Refresh

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.

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