A relationship with YOU is at the center of
Payne Wealth Partners’ Comprehensive Wealth Management Solutions
Payne Wealth Partners knows that a deep, ongoing relationship with each client is essential. So before we talk about money, we learn what matters most to you and your family. Then together, we assess the “big picture” of your financial life. Our team will develop solutions for you using the following steps:
Mutual trust and understanding become the basis for a long-term partnership.
- In-depth Discussions: Our relationship begins with in-depth discussions that focus on you — your life situation, your family’s values, your goals and your vision for the future.
- Wealth Planning: Our wealth planning process takes the relationship to the next level. Together, we assess the resources available to help you attain your goals, and address financial issues such as minimizing taxes, wealth transfer and charitable giving.
- Investment Management: As a team, we design an investment policy based on your specific financial situation, and incorporate a disciplined approach to help keep your investments on track through the ups and downs of the market. With your full approval, we implement your investment policy.
- Business Exit Process: If you’re a business owner, this option is designed for you. Our advisors work closely with you and your trusted advisors to prepare you to make your transition successfully.
- An Ongoing Relationship: We are committed to keeping you informed through regular meetings, phone calls, email, and convenient, secure online options such as GoToMeeting. We provide you with a secure, password-protected way of checking the performance of your investments daily. We continuously update your planning and investing to keep them current.
A RELATIONSHIP with Payne Wealth Partners offers much more than just a transaction.