Our Process

Finding the right solution for your needs requires us to pay special attention to the circumstances of your unique situation. Now this sentence could probably be said by any wealth management company out there…in fact, it might be. What Five Nine Wealth Management does differently though, is the way we take a needs-based, honest and judgement-free approach to your plan. Our four-step process will help ensure you find the right course to pursuing your goals and stay there as life unfolds.

Step 1: Analyze

Before we recommend any product or service, we ask questions and get a clear understanding of your financial goals and objectives. We then analyze your portfolio to identify any gaps that may exist in your policies.

Step 2: Recommend

We provide you with suggestions so you can choose the products best suited for your needs.

Step 3: Implement

If you’re satisfied with our recommendations, we’ll work with you to implement these strategies and secure the required products and services.

Step 4: Review

Because change is constant, we know your financial situation probably won’t stay the same. That’s why we encourage periodic reviews to help monitor your current strategies and evaluate their capacity to continuously meet your goals.

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