Our Philosophy and Process
When you choose our investment management and financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals – individuals with vast experience in addressing your particular concerns. We consider it an honor and a privilege to help you make sound investment decisions designed to contribute to a secure future. At Cushwa Wealth Managers, we have made a commitment to excellence in everything we do.
Strategy & Planning
Our investment process is made up of three distinct phases: strategy, implementation, and monitoring.
Phase I: Strategy
Developing a long-term investment strategy for our clients starts with vision. During our initial meeting, we get to know our clients by discovering what their specific needs are and listening to what they want their investment capital to do for them. Based on their investment goals, we design a comprehensive but simply understood proposal for the client that outlines the investment strategy we recommend and review the proposal with the client during our second meeting.
Phase II: Implementation
Collaboration is key when developing an investment strategy for our clients and we work closely with them to successfully implement the strategy we develop for them. Through continual communication and a team of highly skilled advisors and staff, we strive to make this process quick and effortless for our clients.
Phase III: Monitoring
At Cushwa Wealth Managers, our service extends beyond just bringing clients in the door. Monitoring clients’ accounts is an ongoing process to ensure that the activities in their accounts are consistent with their established investment goals and objectives. Additionally, we schedule periodic reviews with our clients to discuss investment performance, rebalancing, and changes in risk or lifestyle needs. We believe that communication is an invaluable resource!
There is no question that retirement comes with its own unique set of challenges. At Cushwa Wealth Managers, we strive to use our experience, skill, and thorough understanding of your needs to help you build a portfolio that has the highest likelihood of helping you face these challenges with success.
If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (301) 244-0320.