Bechtel McIntyre Lewis Wealth Management
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Welcome to a disciplined approach to building your financial future
No matter how complex your wealth situation – or how volatile the markets – we know the value of honest communication.
• Decades of experience working with affluent families underscore our team’s quality-focused investment process. We firmly believe that discipline is the key to long-term success.
• We provide a family office level of service for today – and for generations to come.
• Our research-driven wealth strategies and sophisticated risk management framework go well beyond basic asset allocation models.
Effective risk management involves much more than diversification and asset allocation. We take a long-term, institutional approach to risk management and aim to recognize, understand and help mitigate any potential blind spots. To that end, we:
• Establish clear goals
• Conduct intensive research and analysis
• Exercise discipline to stay the course
• Adopt a team-based approach to decision-making
• Monitor and review your portfolio and wealth plan on a continual basis
Building and protecting what matters most to you
Our proven process
- Discover
Uncover your needs, aspirations and risk tolerance - Plan
Create a plan to help meet your specific needs - Execute
Put the strategy into action and build customized portfolio - Review
Monitor and adjust your wealth plan over time
Objective, unbiased advice
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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