TC Wealth Partners offers a collaborative approach to wealth management for individuals, families, business owners and institutions. To ensure that we’re working in alignment with our clients, we adhere to what we call The Promise—core values that guide and sustain our client relationships. These are:
We take the time, from the outset of the relationship, to listen to your story and understand your values and goals. As our relationship grows and matures, we identify what insights, information, and advanced guidance you may need to make educated decisions about how to manage your wealth. And we stay connected as your needs change over time.
To understand your financial goals and develop a comprehensive financial plan tailored to you, we follow a series of steps.
We want to hear your story, understand what you’re focused on in the near-term, and what your plans are for the long-term. In this phase, we learn about you, examine any financial concerns that you may have, identify any planning gaps that currently exist, and discuss short-term strategies to help you protect your wealth. This is also an opportunity for you to learn about us, ask questions, and determine whether we are a fit for you.
Once you’re feeling confident about our approach and partnership, we can establish a professional relationship and develop a comprehensive plan to help you achieve your goals.
Through an established client onboarding process, we ensure a smooth transfer of your financial information into our systems. At this time, we also collect information to begin our planning process.
Based on our early conversations and a thorough review of your financials, we build out a goals-based plan that can help you address your concerns and develop a path to realizing your financial dreams.
Our core investment principles serve as a structured framework for ensuring that your investments are in alignment with your plan.
As part of our relationship, we check in with you periodically and we proactively schedule annual review meetings to keep you on track. Your financial plan is designed to help you manage life’s uncertainties, so we’ll use these touchpoints as opportunities to re-evaluate goals and make any necessary adjustments as your lifestyle and needs may change over time.
As your wealth grows and decisions become more sophisticated, you may need to work with other types of advisors that specialize in accounting, estate planning, real estate, lifecare planning, and other areas that could impact your wealth. We can serve as leaders of your extended team of advisors, working collaboratively with other professionals, to help ensure that cohesive decisions are made in alignment with your long-term goals.