The Di Rocco Wealth Advisory Group has learned over the years that our role is more than just picking the right investments for our affluent families and institutional clients. Our role as their primary advisor is to listen to what is being said, and understand what needs to be accomplished in order for our clients to continue to be successful.
Here is how we do it:
Initial Engagement: We spend a great deal of time understanding our clients and the dynamics that surround them. We will create and analyze their net worth and cash flow statements, retirement projection, estate analysis including transfer of wealth to the next generation, along with identifying any tax issues.
Understanding your concerns, the issues and providing solutions: Once we have identified your concerns and the issues, we will consult with our team of experts which may include tax, philanthropic or estate specialists to ensure that we are presenting the best solutions. On a regular basis, we are evaluating our investment strategies in relationship to the market and always looking for opportunities to add value to our clients' portfolios. We believe in risk-adjusted returns within the context of our clients' objectives. Our strategies may appear complex but our ability to explain and educate along the way will make the experience feel quite simple.
Implementation, Review and Monitor: We run a fee-based practice. We are constantly evaluating and improving on our investment strategy. We will provide full disclosure of all fees not only during the initial implementation of the strategy but also at every review meeting. We meet with our clients every six months to review the portfolio in person, along with a quarterly call.
What you can expect: We are committed to providing the highest level of service to our clients. We recognize that we cannot be everything to everyone. Therefore, we focus on the quality of our clients not the quantity. We do not strive to be the biggest team, but we do want to be the best.