Welcome to Arbutus Wealth Management, PLLC
We build long-term relationships with clients to help with the financial impact of personal decisions and the personal impact of financial decisions.
Who has the time to learn how to make good financial decisions?
Everyone is running faster and faster these days, and life just keeps throwing more choices at us.
- How to plan for and transition to retirement? What do you do with your 401(k)? What's a Roth conversion? What is a cash balance retirement plan?
- How do you best leave assets to kids or grandkids, or provide for a spouse or parent in memory care?
- What do you do with the proceeds from a home or business sale, or a recent inheritance?
We'll sit down to talk about where you're at, where you want to go, and the pros and cons of various paths.
I help smart, busy people like you sort through a lot of information in an efficient way, and then to make confident decisions.
How do we do all this? In three stages:
STEP
1
We will understand
Do we both see value in the relationship?
Our first meeting will be introductory, to make sure we're a good fit for each other.
I'll ask you questions to help understand your situation, your priorities, and your values. You'll ask questions that reflect what's most important to you.
I won't ask for a lot of detailed numbers at first, just general ones. What are the priorities we want to work on?
STEP
2
We will analyze
How do we take my tools and recommendations and create a solid strategy for your assets and values?
I'll want to get a thorough idea of your current financial situation. I'll ask you more specific questions and review recent financial statements and other information.
We'll talk in more depth about your investing background and values, the tools that can help you achieve your goals, and of course fees and costs.
STEP
3
We will implement
Together, we will create a process that starts with sensible action and becomes a resilient approach to your financial life over many years to come.
Starting steps include account set up, asset consolidation, regular transfers, and investment selections.
We don't stop there.
We stay in touch through the year - and through the years - to respond to changes in your situation or your goals.
Find out more or make an appointment.
Let’s begin the conversation. Send us this form and we'll find a convenient time to talk.