Our proven, evolving process

Whether you are a conservative or a growth-oriented investor, and whether you are at the pre-retirement or post-retirement stage, we will design a prudent investment plan that best suits your needs. At Wigmore & Associates, we have the ability to build a portfolio that is customized to suit your needs no matter how complex and sophisticated they may be.
 

  1. MEET and DISCOVER. We meet with you to gather information about your goals, priorities, fears, dreams, wealth structure, time horizon, risk tolerance, and family. Then we identify where you stand and where you want to be, help you identify the steps to get there, address any immediate concerns, and prepare for potential challenges down the road.
     
  2. PLAN. We design a plan in line with your objectives, risk tolerance, preferences and priorities. The most important part of our role is to help you reach your financial goals so you can focus on what matters the most – you and your family.
     
  3. MONITOR and REVIEW. After the plan has been established, we meet with you annually to review any changes in your life or the markets and ensure that you are on target to meet your goals.
     
  4. ADJUST AS NECESSARY. If any changes are required, we will provide recommendations to maintain your overall objectives and risk tolerance levels.We will stay in touch to remain informed of any important shifts in your priorities or goals. 
     
  5. PROVIDE ONGOING GUIDANCE and ADVICE. Going beyond your portfolio and Wealth Plan, we are here to help with whatever financial decisions you might face.

 

Our approach is different. Because our clients are different.

What is most important to you? We will tailor a solution specifically for you, to maximize opportunities and mitigate potential challenges down the road. We apply disciplined, holistic, transparent and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.


We are here to understand your life priorities and deliver on our commitment to:

 

1  Assess your financial goals and level of risk tolerance

2 Develop a strategic and effective in-depth plan based on your current financial picture

3 Put your customized investment plan into action

4  Monitoring its progress over both the short and long term, with a responsibility to keep you informed 

5  Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary