Philosophy

At Drisdelle Wealth Management, we believe your goals are the catalyst to all financial decisions.

All of our plans are personalized to your needs, and we work hard to establish long term relationships built on trust and confidence.

We take the time to understand what clients hope to achieve on Day 1, short term and for their long-term future. We celebrate collaboration, and we fulfill that by giving honest and well-informed advice.

Finally, we believe that while accumulating significant wealth brings complex challenges, our experience will help navigate you through all the changes in your life.

Process

At Drisdelle Wealth Management, we have a unique and detailed oriented approached to make sure we offer the best solutions to our clients.

Our Process

During our initial meeting, we gather as much information as we can. This general assessment focuses on determining your goals and concerns as we analyze your risk tolerance. We help establish short-term and long-term objectives while doing a personal financial review and determining the right opportunities for you. We pride ourselves on our depth of experience and ability to nurture long-term relationships with clients.

The second meeting is when we present our financial plan. Based on your objectives, we evaluate, research (fact finding) and provide recommendations based on your needs.
Our presentations are very detailed and thorough. We spend quite a bit time teaching our clients and providing knowledge, so they have a clear understanding into our recommendations.

We then provide a portfolio analysis with product recommendations based on our findings. This presentation is very interactive with our clients and adjustments are often required.

Once the financial plan is finalized and objectives are set, we go into our onboarding process. Our advisor will go through every step of the process and make sure you have all the information you need. This is the execution stage. The plan is put into action as we work with you to either transfer investments accounts, apply or reduce insurance coverages, etc.

Monitoring

Once the plan is implemented, we will continuously meet with you on an annual basis to provide updates, determine if objectives are met and provide guidance. No plan is concrete and must be flexible for changes,

Our commitment

Drisdelle Wealth Management is committed to providing our clients with highly personalized service. When you work with us, our highly trained advisor will gain a deep understanding of your objectives, help you develop a strong foundation, and help put this into action. We remain committed to providing insight and adapting this strategy throughout your lifetime. We always look to provide the latest tools available to enhance your overall experience as we pursue what is most important to you.

The contents of this website do not constitute an offer or solicitation for residents in the United States or in any other jurisdiction where either Drisdelle Wealth Management and/ or Sterling Mutuals is not registered or permitted to conduct business. Mutual funds provided through Sterling Mutuals Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus carefully before investing. Mutual funds are not guaranteed, their values fluctuate frequently, and past performance may not be repeated.

Insurance products, and other related financial services are provided by Drisdelle Wealth Management as independent insurance agents, and are not the business of, or monitored by Sterling Mutuals Inc.

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