Broker Check

New Client Onboarding

Embark on Your Career & Retirement Journey With Confidence

At Wilcox Wealth Management, we align your investment strategy with your current career and future goals. Your net worth isn’t just a number. It is the culmination of your hard work, successes, dreams and struggles. You deserve a professional committed to understanding what you’ve worked so hard to accomplish and make those assets work hard for you in return.

Our tested 3-part onboarding process will help explain our value, create a foundation for your financial plan and establish your personalized investment philosophy.

Our Primary Purpose

Our 3 Part Onboarding Process

  • The first meeting is simply listening to prospective client needs.
  • The second meeting creates the foundation for your financial plan.
  • The third meeting finalizes an investment philosophy.

Doing our due diligence.

Hiring a financial advisor is an important decision. Our promise is to be thorough and efficient, giving you everything you need to make a great choice. Our promise is to be transparent, thorough and valuable.

Communication will always be timely and our relationship will be a priority. Before you hire Wilcox Wealth Management, you will be confident you’ve made the right decision.

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