We aim to customize each plan based on your financial goals. Using our holistic approach, we evaluate your needs, assess the options, devise a targeted strategy and manage all of the investment elements to achieve your dreams. Our clients choose us for our experience with wealth management, advanced planning and our high-touch relationship management with you and our professional network.
Here’s a roadmap of our process, taking you closer to your financial destination:
We establish your short, medium and long range goals, plus:
After reviewing your assets and goals, we present you with an investment plan that is tailored for your needs and is designed to meet your objectives.
Organization of account paperwork and check in.
Every 90 days, we'll evaluate your portfolio. This includes:
Paxton works with a team of carefully selected professionals, each with a high level of knowledge and skill in key financial areas. We'll connect you with the appropriate experts based on your needs.
We'll manage your relationship with this network, as they evaluate all aspects of your financial situation and create appropriate solutions.
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