Wealth Management Process

OUR PROCESS is disciplined and thorough...

Intelligent investors will often ask, “What is your wealth management process?”

Our tried and true six-step process is designed to understand and cover all the bases to a practical, prudent, and efficient financial and estate plan.

At Fraga Wealth, we always:

  • Establish and nurture the client and Fraga Wealth relationship.
  • Gather all the data we can.
  • Analyze the existing situation and investment allocations.
  • Present a thoroughly researched and well-drafted action plan.
  • Implement the plan with the help of our knowledgeable investment and insurance research teams.
  • Review, monitor, and report on an ongoing basis.