Why Partner with Wallerend?
"Success is the result of a well-executed plan, not luck." Paraphrased from General George S. Patton Jr.
● Academic Rigor: Backed by a Master of Science in Computer Information Systems and a Master’s in Business Management, Wallerend applies an analytical, data-driven lens to every portfolio.
● Open Product Platform: We are not restricted to proprietary products. We offer an independent, open platform through our relationship with Osaic Wealth, giving you access to the best-in-class solutions for your unique situation.
● Holistic Coordination: We act as your "Personal CFO," working closely with your attorneys and tax professionals to ensure every part of your financial life is in sync.
The Platinum Advisory Process
We don't just "manage assets"; we follow the disciplined, seven-step Michigan Financial Companies proprietary process designed to turn complexity into clarity.
1. Personal Insight: We begin by determining your core values and financial priorities.
2. The Blueprinting Meeting: A deep dive into your current portfolio to gather facts and establish a comprehensive "Financial Fact Finder."
3. Internal Analysis: Our team conducts a thorough review of your options, creating accurate financial models behind the scenes.
4. The Strategy Meeting: A collaborative session to evaluate different cash flow models and tax-based considerations.
5. The Solutions Meeting: We select the specific investment vehicles and risk management tools best suited to your needs.
6. Implementation: We complete the transition, establish your accounts, and walk you through your first statement.
7. Standard of Care Review: Ongoing monitoring to ensure your plan evolves with the markets and your life.