Our Process

Wakely Investment Management offers a wide range of services to its clients including professional portfolio management, comprehensive financial planning, and coordinated wealth management strategies.

Wealth management is a complex art with an extremely broad scope. Our first step is always to understand our client's individual situation and specific needs. As we gain an understanding of what services are appropriate and necessary, we will often coordinate our efforts with our client’s trust, estate and tax professionals to ensure that any proposed strategy is thoughtfully constructed to meet the client's objectives.