An Evolving Process for a Lifetime

Holistic Approach & Understanding

  • Discuss financial goals, preferences, and concerns
  • Review existing plan and future needs
  • Analyze and assess current financial situation
  • Consult with your key partners and advisors

Monitoring

  • Monitor investment performance relative to your goals
  • Rebalance your portfolio for changing market conditions
  • Identify new investment opportunities and themes
  • Communicate with you on our findings

Design & Implementation

  • Identify gaps in your current plan and recommend solutions
  • Identify your personalized asset allocation strategy
  • Implement the plan and portfolio changes in a tax efficient manner
  • Incorporate opportunistic ideas and strategies
  • Collaborate with your other advisors on these strategies

Ongoing Evaluation

  • Provide regular feedback on progress toward your goals
  • Discuss evolving financial goals, preferences, and needs
  • Review and revise your financial plan when appropriate
  • Update your portfolio strategy as needed

Complimentary Financial Review

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.

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TMD Wealth Management (“TMD”) is a d/b/a of, and investment advisory services are offered through, Kovitz Investment Group Partners, LLC, (“Kovitz”), an investment adviser registered with the United States Securities and Exchange Commission (SEC).  Registration with the SEC or any state securities authority does not imply a certain level of skill or training.  Please click “Disclosures” on our website for additional important disclosures.  Click the following for more information about Kovitz:  www.kovitz.com. ©2024 TMD Wealth Management. All rights reserved.