Broker Check

Madison Oaks Wealth Partners - Raleigh, North Carolina


  (919) 324-3345

Our Process

At Madison Oaks Wealth Partners, we employ a client-centered process designed to help affluent investors and retirees take command of their wealth. As your strategic partner, we apply our expertise and seasoned perspective to building sophisticated solutions that integrate all aspects of your financial life.

Though we are engaged in adapting to our rapidly-changing industry, we separate ourselves from other firms by adhering to our disciplined and time-honored approach. As conferred by the Certified Financial Planner Board of Standards, our six-step process goes as follows:

Establishing Relationship:

Successful planning starts with trust. We dedicate our initial meetings to learning about you and your life, both inside the financial world and beyond it.

Gathering Data and Goals:

We seek to gain a thorough understanding of who you are and what you value most. Working from that foundation, we can create your custom plan and build a framework to grow and protect your wealth.

Evaluating Financial Status:

In addition to exploring your goals, we analyze your risk tolerance, business commitments, family situation and more. By conducting a thorough evaluation of your current financial situation, we can develop strategies engineered to achieve your goals.                                     

Develop and Present Our Recommendations:

All of our proposals are dependent upon your review and endorsement. Through every stage of our partnership, we are committed to enhancing your understanding of the strategies in place.

Implementing Your Plan to Action:

To protect your financial future, we will ensure all areas of your plan meet your expectations. As our experts implement your custom strategies, we will coordinate our process with additional members of your team, including legal, accounting and trust professionals.

Monitoring Portfolio Progress:

Truly comprehensive wealth management plans adapt to the unexpected. As markets and economies change, your financial plans must have the elasticity to meet your unique and evolving needs. We will stay vigilant and work alongside you to promote your continued success.