Process

Our Wealth Management process provides clarity and direction to live the life you long for.
With your active participation we will guide you in aligning your financial resources to support, empower and express your values.

Explore

  • Introduction to firm, team and services
  • Getting to know you
  • Clarification of your goals and objectives
  • Define engagement describing responsibilities, timeframe, services and compensation

Guide

  • Identify and prioritize your current and future goals
  • Analyze your current financial situation
  • Develop and present financial planning recommendations to you
  • Plan is acceptable and approved by you

Oversee

  • Implementation of strategy with defined responsibilities and deliverables
  • Overall plan and its components reviewed periodically with you
  • Monitor and review plan to address any family changes or market fluctuations

Advisory services offered through Arbor Point Advisors, LLC. Corinthian Wealth Management, Arbor Point Advisors and Securities America are separate entities.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.