"It is the province of knowledge to speak and it is the privilege of wisdom to listen." – Oliver Wendell Holmes
"We learn more by looking for the answer to a question and not finding it than we do from learning the answer itself." – Lloyd Alexander
It all starts with a comprehensive plan. This is not simply a piece of paper that we create and file away hoping or depending on it leading you to your destination. We are at our best and able to understand your goals after the following process:
Fully listen to your goals and concerns;
Evaluate your current financial positions;
Assess all options available to you.
You can rest assured that you have access to the full range of services at our disposal. We have personal relationships with a full slate of money managers, tax professionals and legal advisors. These are a few of the tangible benefits you will receive in working with ACMWS. We provide you with centralized, consolidated, asset management along with referrals to other advisors as needed to help anticipate and proactively address your needs.
Your comprehensive plan becomes a living, breathing and evolving document. Most people don't find it practical to set a path that they are unable to deviate from. Over the years you may experience changes in your goals. We seek out opportunities to help you maximize your options and still use your long-term goals to set the destination.
Major life events may have caused you to initially seek financial advice and they may change the course you were planning on following. It is important that your comprehensive plan is regularly reviewed and we are able to make course corrections in real time as you need them.