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.
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.
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.
Discovery of your wealth goals
We begin by learning everything we can about your needs, concerns, priorities, goals and aspirations.
Creation of wealth plan
We create your personalized wealth plan and Investment Policy Statement which detail integrated strategies for your holistic wealth needs.
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.
Ongoing planning process
We go through the entire planning process as your life and needs change over time.
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.
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CI Corient Private Wealth