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How To Protect and Distribute Your Wealth In Uncertain Times
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Daniel Williams, FounderDaniel Williams, FounderWellfleet Wealth Inc.Wellfleet Wealth Inc.200 Eastwind Circle #100200 Eastwind Circle #100Wellfleet, Ma. 02667Wellfleet, Ma. 02667
59 Walpole Street, Suite 31159 Walpole Street, Suite 311Canton, Ma. 02021Canton, Ma. 02021
Wellfleet Wealth Inc. is not a subsidiary of Wellfleet Wealth Inc. is not a subsidiary of nor controlled by ING Financial Partners Inc.nor controlled by ING Financial Partners Inc.
March 10, 2010March 10, 2010Seashore PointSeashore PointProvincetown, Ma.Provincetown, Ma.
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Client
InvestmentConsulting
WealthProtection
WealthEnhancement
LegacyPlanning
Wealth Transfer
Consultative Wealth Management
Copyright 2010, Wellfleet Wealth Inc.
Personal CFO Team
Client
PersonalCFO Team
PersonalAttorney
Estate Planning Attorney
Personal CPA
Other Personal Advisor
Portfolio Investment Group
Risk Management
Specialist
Financial Adviser
Copyright 2010, Wellfleet Wealth Inc.
A Consultative Wealth Management Process
1st MeetingDiscovery
• Completion of discovery process• Duration: 1 – 1.5 hrs.
• Presentation of investment plan• Recommendations for moving forward• Duration: 1 – 1.5 hrs.
• Confirmation of commitment• Duration: 1 hr.
• Organization ofaccount paper work• Duration: 1 hr.
Two Weeks
2nd MeetingInvestment
Plan & Proposal
ProposalDiagnostic of current
situation, recommendations and details on investment
approach.
3rd MeetingMutual
CommitmentMeeting
OneWeek
2 - 4Weeks
4th MeetingFollow-up
1 - 3Months
5th MeetingRegular ProgressMeeting
Advanced Plan• Team of specialists use their
expertise to assess entire financial situation and devise suitable
solutions• Comprehensive plan created to address entire range of client’s
financial needs
• Review progress and plan implementation • Meet with team experts when appropriate• Duration: 1 hr.
Copyright 2010, Wellfleet Wealth Inc.