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The Wesley Wealth Management Process

How We Work

While it may sound cliche, it remains true, the most important part of our process is getting to know you. Without a deep understanding of you, your goals, needs, and sensitivities we cannot create the best plan for you. While we know our business and how to invest we don’t know you, therefore, communication is the critical foundation of building impactful portfolios. As your advisors, we are guides, we are not the driver of the bus, you are, and it should be that way. No one knows you better than YOU! Our suggestions are based on the information given to us by our clients that is why we never discuss investments during the “discovery” process.

To us as Wesley Wealth Management client discovery is the key to success. The most important thing clients can do for themselves is communicate with us, the second most important thing is to give us feedback. We need to know how we are doing so that we can continually improve. We firmly believe that you can get your money back but you cannot get lost sleep back. Ensuring that our relationship is a collaborative one is very important to us.

Our process starts with the client discovery phase, we make sure that we have as many meetings with you as necessary to know you the best we can. We could have two meetings or we may need twelve, we are committed to doing whatever it takes because we do not offer one size fits all financial plans. What we offer is collaborative, flexible, generationally sensitive portfolios that allow our clients to both provide and to give.

After discovery is complete, Gene reviews and digests the information provided and builds a customized plan for you. He then meets with you to review his suggestions and make any necessary changes. You will meet frequently with Gene throughout the course of your work with Wesley Wealth Management to ensure that your plan continues to be supportive of your goals.

As United Methodist Clergy, Gene has extensively studied the writings of John Wesley, founder of the United Methodist Church, in regards to the use of money. Wesley encouraged us to be prudent so that we are not a burden to others. He also encouraged us to use our wealth to be of service to others. Wesley wrote, “Do all the good you can, by all the means you can, in all the ways you can, in all the places you can, at all the times you can, to all the people you can, as long as ever you can.” Our mission is to do just that and for that reason our firm is called Wesley Wealth Management. 

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