Understanding and achieving your WHY.
Delivering an optimum level of service and care that’s supported by some of the industry’s best financial expertise
Our Approach
Banyan Wealth’s WHY Wealth Building Process™
Four steps for a financially confident future.
Wealth management doesn’t need to be complex and confusing, but it does need to be deliberate and holistic. Our WHY Wealth Building Process™ centers on the internal motivation that drives your goals and the external factors that influence your decisions. It makes for a more personalized wealth management experience in developing a plan that is equal parts aspirational, realistic, present-minded and future-focused.
1
Understanding Your “WHY”
The pillar of our four step process is founded on understanding our client’s “WHY.” We’ll discuss what’s the purpose that drives your goals and decision making process. Ultimately, your “WHY” defines the stability and direction of your life, especially during times of stress and indecision. As we discuss your “WHY”, we’ll also listen to learn about your personal needs, financial expectations and objectives, perspective on risk as well as your liquidity needs. Once we have a clear definition of each, our advisor team will begin building a plan to help you navigate through your life’s unique challenges and transitions.
2
Creating Your Plan and Personal Financial Roadmap
Using the details you have confided in us and our access to high-caliber research and analysis, we narrow down a selection of investments and an allocation tailored to meet your financial objectives. We then present our recommendations and outline the steps needed to implement your plan.
3
Implementing Your Plan
Once you have approved the plan, we put it into action by choosing investment vehicle types and services uniquely suited to your needs, goals and risk tolerance. We craft your portfolio carefully, making the most of the choices available to serve your precise situation.
4
Actively Reviewing Your Plan
After establishing your plan, our asset management expertise and experience will play a vital role in achieving your goals. We continue to review your plan’s progress toward your objectives and help ensure it keeps working for you through all of life’s changes, continually updating you and providing ongoing support. We stay abreast of what’s ahead, helping you remain equipped for the challenges of tomorrow.
Our
Clients
Each is designed and delivered to help preserve and grow your financial future without compromising your choices and opportunities of today.
Our
Services
Our collective experience and expertise provides us the ability to serve each uniquely based on their life circumstances and goals.