Our Process

 

Having a wealth strategy is essential to building wealth. These four steps ensure your strategy is built around your unique needs.

 

Getting to know you Taking the time to understand where you are today and where you want to be is essential to the successful implementation of your wealth strategy.
Building and Implementing Your Strategy The full resources of the Tomsett Wealth Group and Richardson GMP are used in the development of your strategy.

This includes our extensive expertise in asset allocation, investment analysis and selection, tax minimization and estate planning which includes insurance considerations.
Clear Communication Communicate all aspects of your wealth strategy to you and establish a review schedule to monitor the progress levels towards your goals.

Maintain proactive contact to update you on your investment portfolio and anything that would have an impact on your wealth plan.

We are committed to rapid response at all times, not just in emergencies.
Review and Retool Businesses grow, jobs change, families expand and your wealth strategy needs to evolve with you.

You can count on us to be with you every step of the way.