At Paul Decelles Financial Strategies, our client service model follows our own specialized 3D Process. Before we make any investment recommendations, and before we invest a single dime of client assets, we take our clients through a three-step process. Discovery and definition of your financial goals Designing a long term plan for pursuit of those goals Deploying a portfolio strategy based on investments seeking to provide the long term returns that the plan requires.
We create plans to economically, efficiently and thoughtfully transfer your hard-earned assets to your chosen heirs at the end of your life. We protect what you’ve earned by applying risk mitigation, if you die too young, become infirm in old age, or break down somewhere along the way. Finally, we help you make a long-lasting impact by maximizing the value of charitable giving that you may wish to undertake.
We are convinced that a financial planning process must precede the delivery of investment advice. Managing our client's investment portfolios is a huge part of our business. We think that we do a much better job with client portfolio management by using strategies we develop by drafting comprehensive financial plans for their households
Wealth Management
Wealth management begins with helping our clients make smart decisions about their money. We believe that investment portfolios must be consistent with the client’s financial plan. We explore multiple investment vehicles and assist you in identifying an approach that fits both your risk tolerance and planning needs.
At Paul Decelles Financial Strategies, our focus on financial planning adds a broader perspective to all we do and provides increased benefits to our clients.