When working with D’Aciam Private Wealth, your experience will start with an initial interview. This will help determine if we are the right fit for you and your needs. We believe that relationships and trust are everything, thus making this initial interview essential.
Additionally, since this is an ongoing process of collaboration, it is important that you feel completely comfortable and that there is mutual trust between you and your team. As a result, we will have long-term success and a healthy, stress-free relationship.
This exchange will determine the type or level of service that best fits your needs. Further, once you select your services, we will begin reviewing all your data and then collaborate with professionals who can provide you with the best and most comprehensive and collaborative approach.
We will also examine how best to provide you with the exceptional service you deserve. This will lead to scheduling a meeting with your proposed team to discuss the next steps, including discussions around any applicable fees.
Meetings may range from once per year to 12+ times per year, depending on the service level you select. They can vary from in-person, virtual, or conference call.
Although we offer in-person meetings, we understand that the previous and ongoing COVID-19 pandemic makes this difficult. We are happy to offer virtual meeting options as well. Rest assured that no matter the format of our meetings, your financial needs will be assessed, and a personalized plan will be initiated.
What to bring to our meeting
- Your questions and concerns regarding your current financial situation
- Any account statement, budget information, or other areas of your financial life that you feel deserves immediate attention
- A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals
