Our Process
A Disciplined Approach to Investing
Our mission is to provide objective and timely financial guidance helping individuals, families, and organizations build, manage, protect, and transition their wealth. Vine & Branch Capital believes that high levels of personal service, integrity, and trust are critical to building successful client relationships. Our team is dedicated to maintaining those values while working together with you to develop a comprehensive wealth management plan for your unique financial circumstances.
Vine & Branch Capital has enjoyed building lasting relationships with all our clients through our long-term investment approach. We will work with you to develop flexible, fully tailored solutions to help meet your priorities throughout each of life’s major stages – accumulation, distribution, and legacy.
Our multi-generational planning approach allows Vine & Branch Capital to build lasting relationships with you and your family to help them understand the challenges of investment planning and properly managing inherited wealth. Our goal is that you and your family will get the clarity, confidence, and advice necessary to plan for the responsible stewardship of your family’s wealth over generations.
Comprehensive Planning and Strategies
Vine & Branch Capital follows a disciplined wealth management process. Our process begins with developing an understanding of your current and future financial aspirations. Each step of our process is designed to help you achieve your financial goals.
- First
- Establishing and identifying our advisor-client relationship
- Second
- Identifying your highest priority investment goals and gathering data
- Third
- Analyzing every aspect of your current financial situation — including assets, liabilities, cash flow, current insurance coverages, investment, and tax strategies
- Fourth
- Creating and presenting a comprehensive, independent, and objective investment plan based on your goals, risk tolerance, and investment time horizon
- Fifth
- Implementing the approved plan and providing appropriate counsel as goals and landscapes change
- Sixth
- Meeting to review results and changes in your circumstances, and adjusting your investments strategy as necessary to keep you on track to reach your goals
We will coordinate our efforts with your other professional advisors. This action will enhance your wealth plan by delivering an integrated service that is fully aligned with the many different facets of your financial life.