Becoming a Client

Noble Wealth Advisory Group understands that choosing an advisor to protect and grow your wealth can be a difficult decision.  We take only a limited number of new clients each year to enable us to focus on all the needs of our clients.  Most new clients are referred to us by their tax and/or legal advisors or by our existing clients. 

If you are looking for a supportive relationship with an advisor you can trust and have investable assets of over three million, we would welcome hearing from you.

Initial Phone Call:  We will plan on having a conversation to consider your objectives and resources and whether our services may be a fit with what you are looking for.  If we are in agreement that our services are suitable to your needs, an appointment will then be scheduled to meet with our team.

Introductory Meeting:  This meeting will give us a chance to get to know you, your financial picture and your desired lifestyle and for you to meet us.  At this point we can determine if our philosophy is aligned with yours.

You should come prepared to discuss your financial resources and goals and we will plan on explaining our wealth management philosophy and process.  If you are comfortable with our approach to wealth management and the chemistry between us is in alignment, we will begin the process of building a long lasting relationship centered on mutual trust and respect.

We will have you complete a personal financial profile and provide us with additional information to develop customized wealth management strategies to meet your objectives.

Goals and Objectives Meeting:  We will discuss strategies to consider based upon your objectives and assumptions.  We consider your entire financial picture and will develop investment strategies encompassing all of your financial resources and factoring in your plans for the future. 

Recommendations and Implementation:  Together we will agree on a comprehensive strategy for managing your wealth.  Whether you are accumulating funds for retirement or funding your lifestyle in retirement, we will provide you with thoughtful advice and exemplary service to help you achieve your goals.  Your investment portfolio will be constructed keeping your objectives at the forefront of the decision making process with a focus on providing you with a well diversified portfolio without undue risk.

Recognizing that change is inevitable, we plan to meet with you periodically to discuss any changes to your goals and objectives and together make any modifications to the strategies that are necessary.
 

Please refer to the Wealth Management tab for additional information on our services.