Strategic Planning

Many investment advisors start with a portfolio;Weston Financial starts with the plan.The investments actually come last. Why? Because to implement investments, you need to have the direction and context of a well thought out, personalized plan.

• We define and prioritize your personal life goals, including housing and lifestyle aspirations, asset accumulation for future generations, retirement objectives, and philanthropic considerations.
• We identify and evaluate available resources that can help you achieve your goals. These include liquid assets, and assets with risks or tax implications upon liquidation, such as stock options, low-cost-basis securities, and retirement plans.
• We align your goals and resources to develop a series of models and strategies based on different possible future scenarios.

We provide you with a custom analysis and portfolio design, based on time horizon and goal-oriented investing strategies. To implement the design, we make recommendations for appropriate best-of-breed investment managers in each asset class. By following a disciplined process that matches your goals and risk tolerance with the proper resources, Weston Financial develops comprehensive investment strategies to help you realize your goals and dreams.