OUR PROCESS is disciplined and thorough...

Intelligent investors will often ask, “What is your wealth management process?”

Our tried and true six-step process is designed to understand and cover all the bases to a practical, prudent and efficient financial & estate plan.

  • Establish and nurture... client and Fraga Wealth relationship;
  • Gather... all the data we can;
  • Analyze...existing situation and investment allocations;
  • Present... a thoroughly researched and well drafted action plan
  • Implement...the plan with the help of our knowledgeable investment and insurance research teams.
  • Review, monitor and reporton an ongoing basis
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This communication strictly intended for individuals residing in the states of AZ,CA,CO,CT,DC,FL,IL,LA,MA,MD,ME,MT,NC,NH,NY,OK,PA,RI,SC,VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
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