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Individuals

Wealth Management

At Matune Basile Advisors, we define Wealth Management as comprehensive financial planning that is integrated with a custom-designed investment portfolio. As a client, you will work directly with a Certified Financial Plannerâ„¢ and a Chartered Financial Analyst. Below is an overview of our Wealth Management process.

Our Four Step Process

Risk Profiling

Risk Profiling

When you first come to us as a client, we conduct an in-depth analysis to understand your individual appetite for investment risk. Typically, a discussion will follow which is centered around risk/reward, and what our capital market expectations may be at that time.

Data Gathering and Analysis

Relevant information is gathered from you in order to identify areas of existing financial strength or weakness. Behind the scenes, we prepare a personalized illustration of your current financial picture and the progress you have made toward your stated goals.

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Review Recommendation

Review Recommendations

Our thorough analysis is presented to you, and together we identify the action items necessary to take the next step toward your financial success.

Implement and Monitor Results

At this point we begin to implement your custom-built investment portfolio, and take action on any financial planning items that have been identified.  

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