Linkedin
Phone:
613-562-6516
Home
Our Team
Our Guiding Principles
Our Expertise
Wealth Planning
Personalized Planning
Our Process
Our Clients
Publications
Contact Us
Client Login
Home
Our Team
Our Guiding Principles
Our Expertise
Wealth Planning
Personalized Planning
Our Process
Our Clients
Publications
Contact Us
☰
Home
Our Team
Our Guiding Principles
Our Expertise
Wealth Planning
Personalized Planning
Our Process
Our Clients
Publications
Contact Us
Client Login
Our Process
The
Pilypaitis Wealth Management Group
engages in a five-step planning process by:
Gathering your relevant financial information
Determining your current situation
Establishing clear retirement and investment goals
Developing and committing to a plan
Reviewing your plan regularly