INVESTORS
OUR PROCESS
At Mentorship Wealth Management you are provided with a personal, thoughtful and intelligent strategy, delivered by a highly-qualified professional you can trust
We begin our process with a first meeting to gather information about you and your family’s needs. We want to learn about you and want to understand your financial goals for the future.
Once we have gathered such information, we will review your current investments. We will offer you a no obligation second opinion of your financial position relative to your objectives and prepare a customized plan for you
We will meet again to review the proposed plan and discuss any questions you may have. Our goal is to earn the right to be your first choice.
For our current clients:
We provide ongoing support and regular meetings for our clients throughout the year. At Mentorship Wealth Management we are available to answer any questions you may have!
