As with all involved tasks, there is a process that we follow to establish and provide Holistic Wealth Management for our clients:
- We begin by taking an hour or two to really get to know you as a prospective client and to determine whether we are a good fit for a long term working relationship.
- Once the fit has been determined, we will learn about the values, life goals, and financial objectives that are important to you.
- We will then complete a thorough discovery process to clarify and understand each aspect of your financial picture and family or business structure to enable us to identify potential considerations in your future financial needs.
- We perform financial modeling of income, expenses, and asset growth throughout the remainder of your life.
- We will recommend strategies and provide you with clear choices.
- We will lead your team of professionals in refining and optimizing your chosen course of action to transition the strategies from academic to reality.
- We assist in implementing the optimized strategy and where necessary, help you select the best products available from the country’s leading providers.
- We monitor your financial situation and help you to maintain it going forward, managing your professionals as needed to ensure proper integration of their skill sets.
Matthew Aston is the most honest and trustworthy person I have ever had to represent my financial and insurance needs. He also has a wonderful personality to go along with his work ethic. I would recommend Matthew for any person or business to hire.
Ever since they have taken over looking after my investments, my returns have been better than I thought possible. Consistently making more than 10% per year without having to experience a lot of volatility. I would certainly recommend their team to anyone.
I took my portfolio to James for a free consultation where he pointed out to me many issues that were causing me to lose money. Within two years James had made up the losses in my portfolio plus a tidy little profit.
He is very knowledgeable and is aware of market conditions at all times, taking the time to meet with us personally to communicate and update us so that we feel comfortable that our life savings are in capable hands.
He is different than any other wealth manager we have worked with....When running a business, there is little time left to babysit our professionals. We need a partner we can trust to do that for us. Thankfully, Matt is happy to help us with that whenever it’s needed.
I would highly recommend Matthew and his team to anyone and everyone that is tired of the mediocre and would like to have excellence, quality service, expertise, and care in the area of their wealth. This is one partnership you won’t regret.
We have been a client of James Hughes for the past 13 years. James is always helpful, knowledgeable and he has always guided us through the many arms of our financial and retirement planning.
James provides us with peace of mind, knowing that someone is diligently looking after our investments, suggesting changes as needed, and is constantly monitoring where we are in terms of our retirement plans.
Matt has been advising my wife Katharine and me since June 2010. Our initial meeting was to review our Insurance coverage. As Matt gained our trust we switched all of our mutual fund investments to his management (January 2011).
Kim and I have had a lot of bad luck with accountants and advisers. Thank goodness we were introduced to Matt Aston.