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YourWealthPlanPresentedto:[InsertClientName]Presentedby:[InsertAdviserName]Date:[InsertDate]2TableofContentsIntroductiontoOurFirm XOurTeam XOurWealthManagementProcess XOurQualifications XYourPersonalizedWealthPlan XNextSteps X3OurFirmAt[FIRMNAME],weunderstandtheuniquechallengesthatcomewithmanagingwealth.FormorethanXXyears,wehaveservedasatrustedpartnerofindividualsandfamilies,providingwealthmanagementguidanceandsolutionsbasedonathoroughunderstandingofeachclient’ssituationandgoals.Webringprovenexpertisetobearoneveryaspectofaclient’swealth—fromaccumulationandgrowththroughpreservationanddistribution.Bytakinganobjectiveandproactiveapproachthatreflectsthenuancesandcomplexitiesofeachsituation,wecontinuetobuildtrustedrelationships.PHOTOOFTEAMHEREFirmProfileEstablished:XXXXStaff:XXprofessionalsExperience:XXyearsAverageclientrelationship:XXyears4OurTeamofExpertsJohnSmith,CFA

SeniorFinancialAdviserJohnhasbeenwith[FIRMNAME]formorethanXXyears,helpingourclientsrealizetheirfinancialgoals.Namlectusturpis,vulputateac,bibendumvel,vulputateat,justo.Vivamusposuereluctusnunc.Sedsitametligula.Donecsagittis.Crasscelerisquetemporest.Nullafacilisi.Aliquamsemper,lectuseuvenenatisauctor,leoipsumcondimentumest,mattisdapibusnullaarcuportaante.SallyJones,CFA

AssociateFinancialAdviserSallyhasbeenwith[FIRMNAME]formorethanXXyears,helpingourclientsrealizetheirfinancialgoals.Namlectusturpis,vulputateac,bibendumvel,vulputateat,justo.Vivamusposuereluctusnunc.Sedsitametligula.Donecsagittis.Crasscelerisquetemporest.Nullafacilisi.Aliquamsemper,lectuseuvenenatisauctor,leoipsumcondimentumest,mattisdapibusnullaarcuportaante.Adviser

HeadshotAdviser

Headshot5OurWealthManagementProcessAsourclient,youwillbenefitfromacollaborativerelationshipthataddresses—andanticipates—yourneeds.Wefollowarigorousanddisciplinedwealthmanagementprocessthatprovidesastructuredapproachwhileallowingforcarefulcustomizationasyouruniqueneedsandsituationdictate.Wedeterminetheappropriateallocationofassetstorealizeyourparticularobjectives.Weidentifythespecificinvestmentsthatalignwithandsupportyourstrategy.Together,wedefineyourneeds,goals,andriskprofile.1423Weassessperformance

onaregularbasis,makingchangesandrefinementstoyourportfolioandstrategyasneeded.Understand

yourgoalsCreate

aplanCraftyourportfolioStayoncourse6OurDifferenceRecognizingthatnotwoclientsarealike,wetakethetimetolisten—andtounderstand—yourparticularcircumstances,goals,andaspirations.Thisunderstandingservesasthebasisfromwhichwedevelopanintegratedplanthataddresseseveryfacetofyourwealth.Ourcomprehensiveapproachisdesignedtocreateaplanthatachievesyournear-andlong-termgoals.Whencraftinganintegratedwealthmanagementplan,wedrawonourexpertiseinthefollowingareas:FinancialplanningRetirementincomeplanningEstateplanningTaxplanningBusinesssuccessionIntergenerationalwealthtransferPhilanthropy7InstitutionalThinkingforIndividualInvestorsWebelievethatindividualsandfamilieswithsignificantwealthcanbenefitfromtherigorandsophisticationthattypicallycharacterizeinstitutionalportfoliomanagement.Ourapproachtomanagingclientassetsisrootedinthefollowingcorestrengths:Deepunderstanding.Beforeweinvestanymoneyforaclient,wefirstdeterminetheclient’sgoals,toleranceforrisk,andtimehorizon.Wemeasurethesefactorsagainstourextensiveknowledgeofinvestments.Onlythendoweconsiderassetallocationanddiversification.Disciplinedportfolioconstruction.Basedonthespecificsofeachclient’ssituation,weprovideexposuretoanappropriatemixoftraditionalandnontraditionalassets.Wealsoseektoprovidediversificationwithineachassetclass—acrosssectors,industries,andcountries.Rigorousoversight.Whenimplementingaclient’sinvestmentstrategy,weuseastringentprocesstoscreentopmoneymanagers,selectingonewhomeetstheobjectivesestablishedforthatclient.Oncetheappropriatemanagerhasbeenchosen,weprovideongoingoversightandmakechangesasappropriate.8FactorstoConsiderWhenSelectinga

FinancialAdviserThefinancialadviseryouchoosenotonlywillhaveaccesstointimatedetailedinformationregardingyourpersonalfinances,butalsowillbetheindividualentrustedtomanageyourfinancialfuture.Makesureyouradviserhas:Strongethics.Theintegrityofyouradviserisoftheutmostimportance.Itisessentialthatyoucanbeconfidentthatyourinterestswillalwayscomefirst.Aglobalperspective.Inanever-changingglobaleconomy,youradviserneedsto

havetheresourcesandexpertisetoidentifyinvestmentopportunitiesbothdomesticallyandabroad.Knowledgeandexperience.Managingyourwealthisaboutmuchmorethanpickingstocksormutualfunds;itrequiresanunderstandingofeconomics,corporatefinance,assetvaluation,andportfolioconstructionandmanagement.Industryrecognition.Whilethereareanumberofreputablecredentialsinthefinancialindustry,noneareasrigorousoraswidelyrespectedastheCharteredFinancialAnalyst?(CFA?)designation.9HowIsaCFACharterholderDifferent?TheCFAcharterisawardedtoaveryselectgroupofinvestmentadviserswhohave:Masteredarigorouscurriculumthatrequireshundredsofhoursofstudyoveratleastthreeyearsandhavepassedthreeincreasinglydifficultlevelsofexamination.Demonstratedtheirmasteryandexpertiseinapplyingthisknowledgeacrossabroadrangeofinvestment-relatedsubjects.InvestorsrecognizetheCFAdesignationasthedefinitivestandardformeasuringcompetenceandintegrityinthefieldsofportfoliomanagementandinvestmentanalysis.Committedtobeingheldtothehighestethicalstandardsinalldealingswith

investorclients.10MoreThanEver—IntegrityandEthicsMatterTheCFAdesignationsymbolizesthepinnacleofprofessionalintegrity.CharterholdersmustcomplywiththeCFAInstituteCodeofEthicsandStandardsofProfessionalConduct,whichrequiresthemalwaystoplacetheclient’sinterestsfirst,tomaintainindependenceandobjectivity,andtoservewithintegrityandhonesty.Shouldanethics-basedcomplaintbelodgedagainstaCFAcharterholder,thecharterholderisrequiredtodisclosethesecomplaintsinfulldetailtoCFAInstituteandriskslosingtherighttousetheCFAdesignation.CFAInstitutecontinuallyworkswithitsmembersandindustryauthoritiestolead

thewayinsettingstandardsforfinancialreporting,internationalaccounting,andethicalprinciples.11TheBenefitsofWorkingwithaCharteredFinancialAnalystThroughitseducation,standardsetting,andadvocacyprograms,CFAInstitutesetsthebenchmarkbywhichtomeasuretheknowledge,integrity,andprofessionalismofaninvestmentadviser.WhenyouworkwithaCFAInstitutecharterholder,youbenefitfrom:Provenexpertise.Anyonecancallthemselvesafinancialadviser.WhenyouworkwithaCFAcharterholderyougainconfidencethatyouradviserhasachievedoneofthehighestdistinctions,conferreduponaselectgroupofrigorouslytrainedprofessionals.Strongglobalinvestmentknowledge.RecognitionoftheCFAProgram’sgloballyrelevantCandidateBodyofKno