Open and ongoing dialogue is key to the success of every relationship. Before we propose any solution or make any recommendation, we will hold in-depth discussions with you and, if you wish, your family members and other professional advisors.
At the beginning of our relationship, these discussions allow us to gain a thorough understanding of not just your immediate financial goals, but also the long-term dreams and aspirations that you and your family share. In addition, our conversations are an opportunity for you to learn about how we work and what you can expect from us.
At Rickerby Wealth Group, our goal is to help you and your family develop integrated, comprehensive and customized financial solutions: integrated to meet all your needs to increase the effectiveness of your investment plan; comprehensive to encompass your family’s current goals, plans for the future and hopes for generations to come; customized to reflect your aspirations and the unique situation you have created for your family.
Providing a professional and comprehensive wealth management service often requires the introduction of specialists to assist as professionals representing wills and estates, insurance services, private banking and tax preparation. We will work with your advisors or introduce you to internal experts where appropriate.
The Right Solution
Every successful business or product is founded on a consistent, replicable process, which generates predictable results time and again. Rickerby Wealth Group is no different; our approach to portfolio
management revolves around the three pillars of: a Financial Plan
, an Investment Policy Statement (IPS)
and an Annual Review
A Financial Plan
provides a road map for us and our client to follow by establishing where they are now and where they would like to be in the future.
demonstrates that we have accurately understood our clients’ needs and expectations and outlines our plan for meeting them.
Finally, taking the time to sit down with each client and thoroughly review their portfolio’s annual performance provides accountability and allows for timely alterations of course when necessary.