Wealth Management Process(1)

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    <p><strong>&ldquo;Advisors   can help investors balance wealth and well-being by using the tools of   wise physicians: asking, listening, diagnosing, educating and treating.&rdquo;   Meir Statman</strong></p>

<p><strong>Sucré-Vail Wealth Advisors</strong> 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. </p>
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<p>Our primary objective at <strong>Sucré-Vail Wealth Advisors</strong> 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.</p>

<p>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&rsquo;ll experience from <strong>Sucré-Vail Wealth Advisors </strong>is   unique. Because our clients&rsquo; 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.</p>
<p><strong>Our Wealth Management Philosophy Offers You</strong></p>
  <li>A rigor and commitment to your family&rsquo;s financial success</li>
  <li>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&rsquo; objectives</li>
  <li>Access – from investment techniques, to risk mitigation, trust services, private banking and liability audits</li>
  <li>A Fiduciary – we take very seriously the responsibility of navigating your finances</li>
  <li>Co-fiduciary accountability/ Fiduciary Protection Program for group retirement plans</li>
  <li>Lower fees and increased transparency through a collective trust for group retirement plans</li>
  <li>Innovation – a personalized, interactive wealth management system customized for each client– visit our website at <u><a href="http://www.sucrevailwa.com/">www.sucrevailwa.com</a></u> to experience it</li>
  <li>Lasting client success – as your advocates we are here to support you during every phase of life</li>
<p><strong>As a member of The Committee for the Fiduciary Standards we adhere to the following</strong><strong> five core principles</strong>: </p>
  <li>Put the client&rsquo;s best interest first;</li>
  <li>Act with prudence; that is, with the skill, care, diligence and good judgment of a professional;</li>
  <li>Do not mislead clients; provide conspicuous, full and fair disclosure of all important facts;</li>
  <li>Avoid conflicts of interest; and</li>
  <li>Fully disclose and fairly manage, in the client&rsquo;s favor, unavoidable conflicts </li>
<p>Let me direct you to the web-site for additional information - <a href="http://www.thefiduciarystandard.org/">www.thefiduciarystandard.org</a></p>
<p><strong>Sucré-Vail Wealth Advisors Mission</strong></p>

<p><em>To   manage our busy clients&rsquo; 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.</em></p>