Wealth Management Process

Wealth Management Process

“Advisors can help investors balance wealth and well-being by using the tools of wise physicians: asking, listening, diagnosing, educating and treating.” Meir Statman

Sucré-Vail Wealth Advisors specializes in financial wellness and wealth accumulation. Our firm is set up to offer comprehensive advice to you around issues unique to high-net worth families and business owners so as to be your family physician of finances.

 

Our primary objective at Sucré-Vail Wealth Advisors is to take you on a journey beyond wealth; serving as your independent advocate coordinating all aspects of your life. Our goal is to harmonize your life and your wealth – to help prepare you for life decisions and experiences by ensuring each component of your wealth plan is aligned. Together, we engage in a process that enables you to achieve financial wellness – that keeps you in control of your path.

While we certainly offer traditional financial programs focused on the five pillars of our investment philosophy – asset allocation, portfolio construction, manager selection, and continuous monitoring and tax management – we realize this is only one piece of your life which is why what you’ll experience from Sucré-Vail Wealth Advisors is unique. Because our clients’ lives are busy and their needs are complex, we provide a wide range of services focused around three areas Life Events, Financial Advisory Service and Management.

Our Wealth Management Philosophy Offers You

  • A rigor and commitment to your family’s financial success
  • Premier investment management based upon your goals which requires – planning, money, time, ongoing coordination and continual monitoring of both the financial ecosystem and your families’ objectives
  • Access – from investment techniques, to risk mitigation, trust services, private banking and liability audits
  • A Fiduciary – we take very seriously the responsibility of navigating your finances
  • Co-fiduciary accountability/ Fiduciary Protection Program for group retirement plans
  • Lower fees and increased transparency through a collective trust for group retirement plans
  • Innovation – a personalized, interactive wealth management system customized for each client– visit our website at www.sucrevailwa.com to experience it
  • Lasting client success – as your advocates we are here to support you during every phase of life

As a member of The Committee for the Fiduciary Standards we adhere to the following five core principles:

  • Put the client’s best interest first;
  • Act with prudence; that is, with the skill, care, diligence and good judgment of a professional;
  • Do not mislead clients; provide conspicuous, full and fair disclosure of all important facts;
  • Avoid conflicts of interest; and
  • Fully disclose and fairly manage, in the client’s favor, unavoidable conflicts

Let me direct you to the web-site for additional information - www.thefiduciarystandard.org

Sucré-Vail Wealth Advisors Mission

To manage our busy clients’ life and wealth affairs, with outstanding strategic partners that allow us to deliver a consistent unequalled level of service and best in class solutions, with the highest level of competence and integrity.