Becoming a Client | Allen Private Wealth Group

Becoming a Client

For over 30 years, APWG has helped people like you achieve your financial and lifestyle goals. We manage customized investment portfolios for private clients who typically have $250,000 of gross household income or net worth of $2 million or more.

As an APWG client, you can look forward to dedicated support from a team of professionals. Each member of our team plays a unique role in serving you. From the moment you become a client, to the monitoring of your plan to the preparation of your annual reviews, the team works collaboratively to ensure an excellent client experience.

Below is our process for becoming a client of Allen Private Wealth Group:

Introduction

Are we the right professional fit?

This is the introductory meeting. We accomplish three things:

1. We share who we are, what we do and how we’re different.

2. We listen to your needs.

3. We assess professional compatibility for a successful long-term relationship.

Discovery

Understanding important goals

We discuss both personal and financial goals, needs, and priorities. We gather all relevant information and from there analyze and evaluate your individual financial situation. We look at existing strengths and weaknesses and how they relate to identified goals, needs and priorities.

Plan for Action

Your Roadmap to Success

Our professional team evaluates and recommends possible planning strategies that address current needs and priorities, allowing you to achieve the goals you set.

Our Relationship

Signing Letters of Engagement

Our team works with you to define and agree on the aspects of the financial planning relationship. Details are outlined in a written Letter of Engagement and signed by all parties.

Implementation

Putting Your Plan into Action

We review and implement actions, responsibilities and time frames.

Monitor & Adjust

Internal Check Points and Annual Reviews

We internally review your plan quarterly to ensure it is on track.

01 Introduction

Are we the right professional fit?

This is the introductory meeting.
We accomplish three things:

1. We share who we are, what we do and how we’re different.

2. We listen to your needs.

3. We assess professional compatibility for a successful long-term relationship.

02 Discovery

Understanding important goals

We discuss both personal and financial goals, needs, and priorities.
We gather all relevant information and from there analyze and evaluate your individual financial situation.
We look at existing strengths and weaknesses and how they relate to identified goals, needs and priorities.

03 Plan for Action

Your Roadmap to Success

Our professional team evaluates and recommends possible planning strategies that address current needs and priorities, allowing you to achieve the goals you set.

04 Our Partnership

Signing Letters of Engagement

Our team works with you to define and agree on the aspects of the financial planning relationship. Details are outlined in a written Letter of Engagement and signed by all parties.

05 Implementation

Putting Your Plan into Action

We review and implement actions, responsibilities and time frames.

06 Monitor & Adjust

Internal Check Points and Annual Reviews

We internally review your plan quarterly to ensure it is on track.

Become a Client Today