Wealth Management Process
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 and estate plan.
At Fraga Wealth, we always:
- Establish and nurture the client and Fraga Wealth relationship.
- Gather all the data we can.
- Analyze the 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 report on an ongoing basis.