Our role is to provide stewardship and oversight as you pursue your financial and life goals. Our process includes:
- Listening carefully to you regarding goals, risk tolerance, and time horizon.
- Creating an investment and asset allocation strategy as the basis for advice, taking into consideration your financial goals.
- Providing investment research and selection process for stock, bonds, mutual funds and outside professional money managers. Coggeshall Wealth Management is backed by an extensive network of industry experts who provide fundamental and technical research on securities we select in designing custom investment portfolios.
- Conducting regular portfolio reviews and responding to changes that may call for adjustments and updates to your investment plan.
- Coordinating as needed, with your other professional advisors including your CPA, attorney, and in some cases, your insurance agent.
Coggeshall Wealth Management is committed to providing clear and frequent communication—in person and by telephone, mail, or email. In addition, our team offers:
- In-person portfolio review meetings as you request or require
- Online access to your account balances, positions, and activity
- Monthly summary of positions and transactions
- An annual tax-reporting summary*
*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.