Financial Advisor Houston - 713-661-1040

Our Investment Process

At Trippon Wealth Management, our mission is to help our clients make smart investment decisions about their money. To accomplish this, we utilize a proprietary process called the Strategic Client Consulting Process to determine which type of plan will best assist our clients in reaching their financial goals and objectives.

We designed this process specifically to accomplish three important things:

1. An increased understanding of each client’s true financial goals.

2. Creation of an appropriate plan for achieving these goals.

3. The ability to keep us on track throughout each step of the process.
   
   

The Discovery Meeting

At our initial meeting, we will conduct a discovery interview to determine where the client is, where he or she wants to go and how we can maximize the possibility of getting there.

What to bring to The Discovery Meeting:

• Last two years' tax returns
• Current bank, mutual fund, brokerage and retirement plan statements
• Current insurance policies
• Copies of wills or trusts
• Other documents that would help us fully understand the financial situation

The Investment Plan Meeting

At this meeting, we present our findings regarding the client’s current situation (called a Gap Analysis), our recommendations for how we can bridge the gaps in order to reach the client’s goals, and a personalized Investment Plan. These tools will form the foundation for all of our work together.

While the client may be tempted to implement his or her plan immediately, we will wait until he or she has had time to thoroughly review it. We are looking for a lifelong relationship, so we want to make sure the client is completely comfortable with every step of the process.

The Mutual Commitment

At this point, we will be ready to make a mutual decision about whether Trippon Wealth Management can add significant value to the client’s financial future, and if the client is ready to proceed. If we both choose to work together, we will commit to working toward achieving the client’s financial goals. We will also execute the documents necessary to put the client’s investment plan into motion.

Trippon Wealth Management Group, LLC. (TWMG) is a registered investment advisor with the Securities & Exchange Commission. TWMG may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where TWMG and its advisory affiliates are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.