Our Disciplined Process
For over 25 years our team has been helping individuals and families navigate through life's transitions to help ensure they are financially prepared each step of the way. Investment management is the cornerstone of every wealth strategy but it is just one part of a bigger picture. Working closely with you and in consultation with other TD specialists as needed, we'll create an integrated wealth strategy centered around your values and goals that will help you build your net worth, implement tax efficient strategies for your investment portfolio, protect what matters most to you and leave a legacy.
Disciplined Process
Your Wealth Management Experience with Ellery Wealth Advisory Group
1. Initial Discovery
Our Discovery Process focuses on understanding your priorities and goals in order to better support them.
2. Personal Wealth Strategy Meeting
Once we understand your unique situation, we can help you develop a personalized wealth plan.
3. Welcome to Ellery Wealth Advisory Group
Next, we put that plan into action by constructing your portfolio and begin implementing your wealth plan.
4. Meet Your Team
Whenever your needs require specialized support, we will build a team of TD specialists who can help.
5. Ongoing Proactive Service
Ellery Wealth Advisory Group will stay in touch with you, keeping you up to date on what matters to you.
6. Regular Review Meetings
To ensure your wealth plan evolves as you do, we will regularly review your priorities with you, helping you stay on track with your goals.
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