Pryde Financial Group
Our wealth management process is holistic, collaborative and dynamic. It is designed to empower our clients by providing them with clear solutions to grow, protect and distribute their wealth.
Our practice is structured around much more than investment advice. Before we provide any guidance, we seek to combine our deep knowledge of financial markets with a rigorous understanding of what matters to you most.
Step 1: Discover
Our work begins with you and not your money. We uncover your story and what makes you unique. Only after gaining an understanding of your life and your dreams and fears do we start to define your goals, acknowledging that the future is fuzzy. We then seek to clarify your financial objectives, constraints and risk tolerance.
Step 2: Develop
We work with you to create a holistic financial plan. This is a collaborative process with you and your existing advisors and we introduce specialists where appropriate. We will prepare a proposal for you that outlines our recommendations in several key areas. We also clearly state the costs involved in working with us. Our fees are always transparent.
Step 3: Implement
If you are ready to work with us, we will begin to implement the priorities set out in your financial plan. Our administration team will open your accounts, connect you with our digital technologies, and ensure your future communication expectations are understood.
Step 4: Reassess
To us, wealth management is not an event, rather it is a dynamic process. We monitor your portfolio and keep you informed through regular communication and reviews. Priorities and perspectives change and sometimes life-changing events necessitate adjustments to your plans.
