Personalized Wealth Plans

We believe that creating a detailed and personalized wealth management plan is a requirement. We actively engage with you to reveal answers to the right questions, leading to a full understanding of your situation.

Asking and answering questions helps us to identify and prioritize your goals and needs when it comes to wealth preservation and capital management. We assess your situation and create steps to ensure your personal and financial goals are reached. The Sutton Thiessen Stiver Wealth Group then assists you in implementing the steps of your personalized Wealth Plan, which is reviewed and updated on an ongoing basis.

 

Your Questions

Do my current investment strategies align with my goals?

How can I pay less tax?

Should I invest or pay off my mortgage early?

Should I purchase an investment property or add to my portfolio?

How can I protect my family and my assets?

How does my business fit into my retirement plan?

How can I transition my wealth?

What can I do to help my children?

Our Questions

Can you tell us about you and your family?

What values are important to your family?

What are the top three issues you currently face?

What are your primary investment objectives?

Do you know where your retirement income will come from?

Have you thought about your estate plan?

What are your estate and planning concerns?

Who do you want to transition your wealth to?