Our Process

We combine a straightforward, evidence-based approach to investing with integrated wealth planning and meticulous reporting so you always know where you are in relation to your financial goals.

Because growth takes time, we take care to preserve your capital, minimize your taxes, and set you up for long-term success. Markets move up and down, but adopting a disciplined and transparent trading process keeps volatility to a minimum.

Step 1

Call or email us. We promise to get back to you quickly.


Step 2

Schedule a meeting to get acquainted and assess fit and financial goals.


Step 3

We will propose a course of action related to the needs of you, your family, and your business.


Step 4

Once we’ve agreed on what’s next, we begin building out your portfolio and start our planning process.


Step 5

Once your portfolio has been constructed, we gather information about your financial life to help you make smart decisions about your money.


Step 6

We meet regularly to continue to move you closer to your goals.


Our clients trust us for:

Integrated Wealth Planning

We build and implement comprehensive wealth management plans that reflect your priorities and protect your investment.

Investment Advice

Investing doesn’t have to be complicated. We help demystify financial independence, risk management, wealth transfer, and more.

What people are saying about Assante

“We would not change a thing about our advisor. We trust him and consider him to be a friend.”

“We really like our advisor and have complete trust in his ability to meet our financial needs.”

“We are a new client, so far there is nothing we would change. He is professional, knowledgeable and always comes prepared, which we appreciate.”

We are a proudly people-powered business.