Process & Structure

Prospective clients of all age groups are welcomed at Swiss Alpine Wealth Management for trusted counsel on their financial positions, plans and goals. They may be concerned they’ve delayed their decision-making, or they may be concerned about market fluctuations. Some individuals are just interested in protecting and growing the assets they currently hold.

At Swiss Alpine Wealth Management, we meet with clients to learn more about their specific situation and goals, and then present a targeted strategy. When the agreement is signed, we believe that a new bond has been created. Going forward, the strategy is further refined into the new client’s Investment Policy Statement and Implementation Plan. New accounts are created and the investment portfolio is implemented.

Swiss Alpine Wealth Management strives to become a certain kind of companion, working with you toward a shared mission of achieving your goals. Our goal is to collaborate with you and then analyze financial positions, review income and track investments.

Every step of the way, Swiss Alpine Wealth Management attempts to analyze client positions as markets change. Using sophisticated reporting technology, we prepare annual, or as previously agreed, reports that provide detailed information on portfolio performance in simple and easy-to-understand language. If a client needs any assistance understanding what’s been prepared, we are just a phone call or meeting away.

The report is sent to the client using industry-related best practice encryption methods. Clients may also access their accounts housed in the Client Portal section of our website, using the secure log in information provided once the engagement begins.

Swiss Alpine Wealth Management’s strategic and disciplined process merges financial planning and wealth management in an approach that is client-friendly.

At every step of the process, Swiss Alpine Wealth Management attempts to take the stress and worry out of building wealth and becoming wealthy.

Matterhorn's mountain viewed from Zermatt in Switzerland