OUR PROCESS
Gatien Strategic Wealth Management was born out of the desire to find a BETTER way to help clients improve and organize their financial lives into an easy-to-understand format. Our objective is to take all the pieces of your financial plan and put them in place. Each plan is unique. Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, our process, Life In Motion, helps you pursue your financial independence.
This process integrates wealth management with risk and debt management, tax planning, and philanthropy
WEALTH MANAGEMENT
We create personalized investment strategies designed to grow and maintain wealth
RISK MANAGEMENT
Our guidance includes strategies for protecting you and your family against the unexpected
TAX PLANNING STRATEGIES
Tax planning strategies allow you to keep more of what you earn
CASH MANAGEMENT
Sometimes overlooked but a critical piece of successful planning
LEGACY PLANNING
Once your own needs are determined to be secure, your attention can turn to how best to pass assets on to your loved ones
CHARITABLE GIVING
Many of the families we work with have causes they care deeply about and we love to help facilitate charitable giving
VALUE ADDED SERVICES
Includes coordination with your other professionals, educational events and webinars, and our availability to act as a sounding board for your friends and family members
Our goal is to take all of the pieces of your financial puzzle and put them in place. To do so, we utilize a process that integrates wealth management with risk and debt management, income and tax planning strategies, and philanthropy for successful families, professionals and business owners. Life in Motion is designed to continually adjust and monitor your critical life and financial events to keep your plan on track.
Life In Motion focuses on the three D's.
Discover
What do you want to accomplish?
What is essential to you?
Design
How will we get you there?
What services are the best fit for you?
Deploy
Financial and legacy planning
Customized strategy implementation
Ongoing continuous service
Building a lasting relationship