PSA Perspective Blog | Contact Us | (800) 677-7887 |

Wealth Management Process

Using the latest technologies and methodologies, PSA and United Capital are teaming up to deliver the best wealth management services and experience possible. The partnership brings a number of benefits to our clients, including access to the most innovative practices in investment advisory.

The PSA Wealth Management Process 

Our Wealth Management process begins with a thorough understanding of our client’s broad financial needs.  We work closely with our clients to understand their needs, objectives, and goals and develop a plan to guide them in achieving each of these.  We cultivate relationships with our clients and implement an ongoing process to keep our clients on track.  While managing our client’s assets is the cornerstone of our relationship, we offer guidance in planning for life events like college and retirement, and provide counseling regarding insurance, risk management, financial and estate planning, and wealth transfer.

The Wealth Management Experience 

Our Wealth Management process is comprised of four steps

  1. Client Profile – We gather a lot of information through questions and conversations to help the client identify their needs, objectives, and goals.  We learn about their investment experience, time horizon, and risk tolerance – and ask how we can best serve them in the coming years.
  2. Plan Development – We develop an overall strategy for our clients to meet their needs and goals through an array of wealth management services including planning services, asset allocation, portfolio management, and risk management.
  3. Implementation – We meet with our clients and discuss our recommendations.  With an agreed upon strategy, we implement the plan and begin managing the investment portfolio and guiding the related wealth management needs.
  4. Monitor and Update – We continually monitor the investment portfolio and our client’s progress to achieve their goals.  We explore how we can help our clients in all areas of wealth management, including insurance and risk management.
Site Disclosures | Privacy Policy | Form ADV

Areas of Wealth Management

Recent Blog Posts

Mar
29th
The ACA Is Still the Law of the Land (Benefit Minute)

Republican efforts to repeal and replace parts of the Affordable Care Act (ACA) with the American Health Care Act (AHCA) stalled on March 24, 2017 when Speaker of the House Paul Ryan determined he did not have the support needed to pass the bill in the House of Representatives and withdrew it without a vote. […]

Mar
24th
Executive Leadership: It’s time to make cyber resiliency YOUR next priority

You’ve probably read about major cybersecurity failures of large organizations, such as Yahoo, Sony, LinkedIn, Target, the Democratic National Committee, and the list goes on. While they’re not always in the headlines, evidence shows that small and medium-sized organizations are increasingly becoming the targets of cyber criminals and malicious actors. According to the most recent […]

Mar
17th
Work-Life Balance is a Myth — Instead, Find Work-Life Bliss

The day author and speaker Deirdre Maloney was interviewed on TV about a blog she wrote, she couldn’t get past what she saw on the screen — and how she felt afterward.

Mar
1st
How to Electronically Distribute ERISA-Required Documents (Benefit Minute)

Distribution of ERISA-required documents is challenging for employers.  Hard copy distribution is inefficient, costly, not environmentally friendly and out-of-date in the digital age.  However, electronic distribution must be accomplished in a manner that complies with Department of Labor (DOL) requirements and results in actual receipt by plan participants.