OUR CLIENT SERVICES MODEL

Our Client Service Model

The professionals at Cherry Private Wealth Management are committed to providing high level planning and investment management for our clients in an honest, competent and ethical manner. 

We believe every client is unique, therefore we work closely with you to understand your life and goals allowing us to develop a personalized plan to help you get there.

Our clients include families and individuals, women, business owners, Gen X and Y professionals, and construction company owners and construction workers. We are proud to serve multiple generations of families, business owners and entrepreneurs with our holistic wealth management services.
This is what to expect from us in terms of meeting and discussion points. Of course we want to hear about any changes to your personal or professional lives as well, in addition to any new events surround the proper execution of your plan.

Annual Planning Meeting

Date: January/February/March

Meet in office of virtual

  • Discuss life changes
  • Confirm your goals and priorities for the year
  • Present financial planning recommendations
  • Implement portfolio updates/rebalancing as needed


What we'll cover


  • Track progress/review life goals
  • Track net worth
  • Review cash flow and savings/distribution strategies

Mid-year Review

Date: June/July

Phone call

  • Confirm completion of prior meeting's to-do's
  • Comprehensive portfolio review
  • General market updates





What we'll cover


  • Review investments
  • Discuss asset allocation and recent performance
  • Understand your risk score

Year-End Review

Date: September/October/November

Meet in office or virtual

  • Discuss life changes and revisit goals
  • Discuss open enrollment and group benefits
  • Review insurance portfolio
  • Discuss tax and estate strategies




What we'll cover


  • Year-end investment strategies
  • Protection strategies
  • Beneficiary Review
Share by: