Our Approach

Fox-Revett & Associates Private Wealth Management offers tailored, integrated planning solutions that meet and exceed our clients’ expectations.

We do this using an easy to follow "Four Step Process":

We meet face to face and discuss your personal situation and circumstances.
By getting to know each other, we ensure we’re on the same page when it comes to
what’s important to you and where you see yourself in the future.
You learn about our team, history, approach and philosophies.

Addressing your concerns and achieving your goals is our top priority.
Any gaps and/or opportunities in your current financial situation are identified.
Ideas and alternative solutions are crafted and presented to you for your input.
We refine your plan by working as a team.

This stage formalizes your financial plan based on our mutually agreed upon solutions.
Our team implements the plan, following our process from start to finish.
We provide confirmation once complete.

Face to face meetings to discuss any changes to your life and financial situation.
An ongoing synchronized process incorporating:

• Tax Planning
• Investment Planning
• Risk Management
• Estate Planning
• Retirement Planning
• Ongoing Education Opportunities

We provide confirmation in writing of our discussions, adjustments, recommendations
and actions.