Our Five Step Process

Before dollar one is invested, we complete our five-step process – "The Comprehensive Wealth Management Experience" – to understand your goals, risk tolerance, tax sensitivities and time frame. This becomes a holistic overview of where you are today and a roadmap to where you seek to be tomorrow.

Step One: The Comprehensive Assessment

- Gather information 
- Establish and prioritize your goals 
- Concerns surrounding risk, liquidity and tax efficiency

Step Two: The Goal Clarifier

- A gap analysis of where you stand relative to your goals
- Assess your current strengths
- Shed light on issues that warrant additional consideration and guidance
- Lay the framework to develop a custom financial plan

Step Three: The Strategic Solution

- Create a custom financial plan with clear steps to meet your priorities
- Construct a detailed Investment Policy and Service Agreement
- Review strategies to improve overall tax efficiency and Portfolio Analysis

Step Four: The Implementation Formula

- A clear set of steps we help you execute to put the plan in motion
- Coordinate with your tax, legal and insurance advisors
- Integrate holistic view of your investment portfolio
- Set standards for ongoing review and monitoring of goal achievement

Step Five: The Path Navigator

- Proactive communication and contact to keep you on track as your situation and external changes occur
- Regular portfolio rebalancing

Our Investment Process

The investment philosophy of The Sarian Group focuses on the creation and preservation of client wealth.  We believe that the cornerstone of this process begins with the construction of a formal investment policy statement which then serves as the road map to guide future portfolio decisions. Our investment process can be viewed as a three step process.






Investment Policy Statement. The IPS is designed formalize your specific investment needs including risk tolerance, return requirements, and investment constraints.


Portfolio Construction & Implementation. Based on your input we construct a portfolio that fits your investment needs.  We work with you through the transition and implementation process to minimize any disruption to your portfolio.
“Quite simply, our goal is to work as your trusted Chief Financial Officer.”
Gregory C. Sarian, CPWA®, CIMA®, CFP®, ChFC®, CEPA® Managing Director, Partner