Our Approach

Getting to Know You

Developing a strong, trusting relationship and a shared investment philosophy is key. In an initial meeting, we will discuss your goals, investment objectives, income needs, tax considerations, and estate planning concerns.

In turn, you will get to know us. We need to be the right fit for you. Just as you are evaluating us, we are also ensuring the relationship is a good fit. Just as in any relationship, not everyone is a match.

Building and Implementing
an Investment Portfolio

Based on the objectives identified through detailed conversations, the McCrady Rourke Advisory will construct an investment portfolio tailored to your situation. By incorporating equities, bonds, and alternative investment strategies, our approach is designed to help clients achieve their financial goals and support long-term, multi-generational wealth planning.

Meeting, Monitoring, & Reviewing

The McCrady Rourke Advisory team shares a strong commitment to service. We are accessible and committed to providing timely information and ongoing support. We encourage regular portfolio reviews and ongoing communication to ensure we remain on course. This allows us to address changes and transitions in your life. As your financial or personal situation evolves, so may the strategies we employ.

Insurance Review

Life insurance is not always a primary need, but it can play an important role in a comprehensive wealth plan. It can also be used as a strategy to build tax-efficient wealth and support estate planning objectives.

It can build wealth by tax sheltering growth and contribute to your estate plans. This, in turn, will help to reduce the tax burden on your estate. Our Insurance Specialist will work with you to assess your needs and introduce strategies to meet those objectives.