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Our assessment process is based on two premises: listening and understanding. We work with a wide range of clients, including athletes, entertainers, business owners with multigenerational needs, and successful entrepreneurs, executives, and institutions. Sitting down with you, our team works to understand your individual wealth management needs: What are your plans and goals? What are the risks and opportunities relevant to you? How can we be helpful?
Taking a comprehensive inventory of your financial landscape, we strive to identify what is and isn’t working, as well as the opportunities or risks that exist. And rather than selling you products, we listen, learning whether or not we can be helpful. If we don’t believe we’re a good fit, we say so. And if we agree to work together, we promise to continue listening, even after the initial assessment process.
After understanding you and your individual situation, we map your goals and needs to a customized wealth management strategy. Our holistic planning process helps you understand the risks and trade-offs of different approaches so, working together, we can help you make the best decisions for you and your family.
We put our deep knowledge of capital markets, asset allocation, financial modeling and investing to work for you, building a personalized strategy that helps you accomplish your family’s short- and long-term goals. And even as we move on to management and coordination, we’re constantly re-assessing and refining, working to help secure your family’s future for generations.
Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, as well as the specific request and needs of the client. LourdMurray Delphi does not serve as an attorney, accountant, or insurance agent. LourdMurray Delphi does not prepare legal documents or tax returns, nor does it sell investment or insurance products.
Once we’ve created your investment strategy, we begin the meticulous work of constructing and managing your wealth. Our focus on tax efficiency combined with our disciplined methodology allows us to give you a tax-aware investment solution that also helps reduce risk through systematic and thoughtful rebalancing.
You’ll have 24/7 access to your accounts through our sophisticated online reporting system. Unlike typical investment reports, ours are clear and concise, telling a complete story in a short, easy-to-digest format. Moreover, our reports tell you the honest truth about what’s happening with your investments. Identifying issues as they arise, we communicate with you and your other advisors to constantly optimize your wealth management strategy.
Understanding that we’re part of a larger tax, legal, business management and estate-planning framework, we work collaboratively with the rest of your advisory team. Whether you need us to take a central role in coordination, or work under another advisor’s lead, we’ll help ensure everyone has the information needed to manage your wealth.