Life. Wealth. Legacy.

Financial wellness is not a destination, but a constant journey of making adjustments and building resilience to maintain your financial foundation and all the many priorities that depend upon it. It not only supports your financial well-being, but helps meet your goals for a more stable, healthier, longer, and more successful life. That is why we look beyond investments to provide holistic advice and coordinated strategies for your entire wealth picture, no matter how complex it may be.

A holistic perspective

At CI Corient Private Wealth, we understand that everyone has a different definition of financial wellness. That’s why we truly listen to discover everything from the passions that drive you each day and the concerns keeping you up at night to the distinct dreams you have for the future. We work together to create the custom, comprehensive wealth plan that can help plan for your future from a 360-degree perspective.

A Disciplined Process

 

At CI Corient Private Wealth, we look beyond investments to provide holistic advice and coordinated strategies for your entire wealth picture, no matter how complex it may be. Using a goals-based wealth management approach, we begin our process by conducting an in-depth evaluation of your risk tolerance, liquidity needs and overall investment goals against your chosen time horizon. While our capabilities are as varied as our clients’ needs, we propose only those solutions best suited for your circumstances and objectives.

 

Mountain with a flag icon

Discovery of your wealth goals

We begin by learning everything we can about your needs, concerns, priorities, goals and aspirations.

Papers and pen icon

Creation of wealth plan

We create your personalized wealth plan and Investment Policy Statement which detail integrated strategies for your holistic wealth needs. 

Plan icon

Implementation of your financial plan

We put your wealth and investment plans into practice, building your portfolio and collaborating with your other advisors as needed.

 

A lighthouse icon

Ongoing planning process

We go through the entire planning process as your life and needs change over time.

 

Bar graph icon

Continuous monitoring of plan

We continually monitor your portfolio to ensure it is performing to our standards – and yours, and regularly review your financial plan to ensure you stay on track towards your goals.

 

 

LET'S TALK

Discover more about how we can help you enrich your life.
CONTACT US