Our Process
The role of Brailsford Wealth Management is to offer stewardship and oversight as you pursue your financial goals. The process includes:
- Carefully listening to you regarding goals, risk tolerance, and time horizon.
- Creating an investment and asset allocation strategy as the basis for your customized portfolio.
- Helping you select the most appropriate investments, which may include stocks, bonds, mutual funds, or recommending professional money management services.
- Conducting regular portfolio reviews and responding to changes that may call for adjustments and updates to your investment plan.
- As needed, we will also coordinate with your other professional advisors including your CPA, attorney, and in some cases, your insurance agent.*
* Davenport & Company is a financial services firm and does not provide tax or legal advice. Please consult your professional accounting or legal advisors prior to acting on any information provided by us that may have an effect in these areas.