Our FORM process is the basis of how we invest for you. It’s not scientific; it’s a conversation between you and us. The more we know about your Family, Occupation, Recreation, and Money situation the more we are able to construct solutions to how your investments meet those needs.
Our communication with you develops further after the on-boarding process is complete and your accounts are funded. How often and in what ways we communicate is largely determined by the complexity and size of your account(s) but is it always directed by you. An annual in-person or electronic meeting is mandatory and sets the tone for the coming year. Then, generally, we’ll plan to meet with you either in-person or electronically monthly, quarterly, or semi-annually. Additionally, we regularly push out content to you that we think is pertinent to your account and we also make available a wide array of investment educational whitepapers, reports, and studies to help you understand investment topics, trends, and tendencies. We also will put up market commentary and insight from our Advisors’ viewpoints to help you stay in touch with what they are thinking and doing in client accounts.
Access to your account information is accomplished either through our website or using our mobile app. Suffice it to say that it’s not likely that you’ll feel ignored at WWM no matter your account size or needs, and how much contact and when beyond our annual meeting is always controlled by you.