Getting to know you

Our discovery process starts with you and your family. We spend the time it takes to make sure we all understand who you are and what matters most. Sometimes busy high achievers need to stop to give careful thought to the future. Nothing is more important to us than knowing you well and having clarity on goals and plans. What really matters to you?

A thorough discovery process includes getting to know your key trusted advisors, such as your CPA and estate planning attorney. We’ll discuss your community activities, business interests, and intentions for your family legacy.

Included is a review of your accounts and data—investments, insurance, taxes, properties, businesses, estate planning. Team Hewins will work with you to determine what you need to do and what we need to do. Then we’ll begin implementing and monitoring your program.

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Best in State Advisors

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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