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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.
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