A comprehensive, coordinated approach to planning and execution is the cornerstone of financial security.
Take the first step toward Aligning Life & Wealth®
Our proprietary process guides families to the financial strength and confidence they've worked so hard to achieve
Describe service provided
Collect all financial, legal, benefits and insurance information
Team analysis and review of strategic plan development
Explanation and rationale of strategic plan details
Strategic plan moves into action
Ongoing review of plan and monitoring of changes
Learn how O'Connor Professional Group
founder and Aligning Life & Wealth Award® winner
aligns her life and wealth by leading families out of crisis.
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After our detailed Discovery Workshop™, we begin to deploy individualized investment strategies tailored to the needs and goals of each of our clients
Build and manage globally diversified portfolios from an array of asset classes and investment strategies including non-correlating and alternative assets in line with our client's objective.
Utilize independent empirical research and analytics to determine "best of breed" positions within our "open architecture" structure.
Assess the effect of costs and utilize tax-efficient strategies within portfolios. Reduce costs with exchange traded funds in efficient markets and use thoughtful tax location and tax deferral strategies to improve after-tax return.
Continuously monitor and review the economy, capital markets, and security/manager selection.
Rebalance to harvest gains, to maintain portfolio integrity, and to redeploy into better opportunities as they emerge.