Our consultative process
Working with a team that is seeking to redefine wealth management
Ask ten investors to define wealth management. Actually, ask ten “wealth managers” to do so. You will almost certainly get ten different answers, with most heavily focused on investing. As a client of Capital V Group however, you will work with a team that has a clear and comprehensive vision of wealth management.
We approach each new engagement with a consultative process. This allows us to have an open dialogue in which we learn about every client’s values and goals while working with them to tailor a plan to pursue them.
Wealth management =
Investment consulting
Asset allocation
Portfolio management
Manager due diligence
Risk evaluation
Performance analysis
Advanced planning
Wealth enhancement, including cash flow management and tax minimization
Wealth transfer
Wealth protection
Charitable giving
Relationship management
Regularly scheduled calls, reviews and in-person meetings
Team of professionals, including legal, tax, insurance and investment advisors
