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Process

At Island Wealth Management, we absolutely love what we do because of the process! We especially love working with the families who have chosen us as their exclusive financial partner. While we have the experience and investment capabilities to address the needs of a diverse client base, we’ve made a commitment to focus our efforts on serving a select group of clients because they not only appreciate our planning approach and investment philosophy, but they really value a high level of personal service. We believe that it’s not about how big we can grow, it’s about how small we can stay!

Our clients are primarily:

  • Individuals and Families
  • Small Business Owners
  • Retirement Plan Sponsors

Our process has contributed to lasting client relationships. It is the foundation from which all decisions are made.

  • Step 1 - Establish and define the advisor/client relationship (scope of work)
  • Step 2 - Gather client data
  • Step 3 - Analyze and evaluate
  • Step 4 - Develop and present recommendations
  • Step 5 - Implementation
  • Step 6 - Monitoring

We place great value on understanding our client’s unique needs and goals. In the financial services industry, we believe that a commitment to personalized service has become increasingly rare. At Island Wealth Management, relationships are at the core of what we do every day. We are committed to understanding your “why” and take a client centric approach to managing each relationship. Our process will assist you in moving toward clear focused objectives and the goals that are important to you.

At Island Wealth Management, the formula is simple, it starts with our people. We select our employees and financial professionals carefully. We expect their best work and reward them for delivering exceptional client service. We take a team approach because we believe that collaboration drives our best thinking. We take meticulous notes at every meeting and document them in our system for future reference. Our people work together to offer service continuity. Whenever you call or email us, someone who is familiar with your account will be available for you. We're always ready to listen to your ideas, explain our strategies, and develop a plan that suits your goals. It’s the Island Wealth way!