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Wealth Management

The cornerstone of our services is our conviction, passionately held by the members of our firm, that clients always come first. Our priority is to cultivate a relationship with each and every client we serve. When you work with a wealth advisor at Darden Financial, you receive exceptional service from an experienced team of professionals.  We are dedicated and focused on working towards the financial goals that are important to you.

Our wealth management process begins with a thorough understanding of your entire financial picture. Our wealth advisors work closely with you to understand your needs, objectives, and goals. 

Wealth Management Process

  • Client Profile – We gather a lot of information through questions and conversations to help clients identify their needs, objectives, and goals. We learn about their investment experience, time horizon, and risk tolerance – and ask how we can best serve them in the coming years.
  • Plan Development – We develop an overall strategy to meet those needs and work towards your goals through an array of wealth management services. These services include: financial planning, asset allocation, portfolio management, and risk management.
  • Implementation – You will meet with your advisor and discuss any investment recommendations. With an agreed upon strategy, we implement the plan, and begin managing the investment portfolio.
  • Monitor and Update – The entire team at Darden Financial consistently monitors the investment portfolio and client’s progress.  We continuously explore new ideas to help our clients in all areas of wealth management, including insurance and risk management.

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