Our Process
- The Discovery Meeting: Here is where we learn your story and you learn how our team operates. We ask questions to get to know you and your family, how you feel about risk, your objectives and overall investment time frame. We want a comprehensive picture of your financial life.
- The Investment Plan: As a result of the in-depth discover process, we will recommend the appropriate mix of managed investments, paying special attention to the suitable allocation of invested assets.
- Communication Plan: We schedule an in-depth portfolio review and periodic phone conversations on a quarterly, semi-annual and annual basis depending on the client's individual needs and preferences. Clients will also receive performance reports in the mail on a quarterly basis.
- Ongoing Monitoring (Advisory Accounts Only): Our clients can feel comforted knowing we closely monitor overall market trends, economic conditions and investment performance; adjustments to your portfolio will be made as needed.
Nelson | Mire Wealth Management, A member of D.A. Davidson & Co., believes retirement should be enjoyed. We seek to alleviate financial stressors in retirement through carefully constructed plans to manage investments, cash flow, debt and estate planning. We track these goals through a customized financial road map to ensure your investments continue to align with all other financial considerations in the wealth management process.