Our Process
A structured approach to your success.
We believe that clarity and education are the antidotes to financial complexity. Our four-phase process is designed to demystify wealth management and deliver a clear path to achieving your goals - with you as an integral partner throughout the journey.
Frequently Asked Questions
What services do you provide?
Three core things: Financial Planning (your roadmap), Investment Management (your engine), and Insurance (your protection). As an independent firm, we always shop for the best solutions for you.
What is your investment philosophy?
Confidence leads to commitment. We invest in high-quality, leading companies for the long term so you can believe in your portfolio and stick with the plan through market ups and downs. As a fiduciary, we always have your best interests on the front line.
How will we communicate about my investments?
You get 24/7 account access and dedicated review meetings. We’re also just a phone call or email away for any questions in between, or are available for more frequent reviews if needed.
How do you get paid?
We explain all fees upfront.
- Asset Management: A percentage fee based on your portfolio.
- Financial Plans: A one-time fee for the plan.
- Insurance: A state-regulated commission from the provider.
How will you measure and evaluate my investment performance?
We look at both your personal progress and how your portfolio stacks up against relevant market benchmarks. Most importantly, we measure success by whether you are on track to meet your life goals, not just by beating the market in a given quarter.
I have a different question!
Please don’t hesitate to reach out. We welcome any and all questions about your financial life, our process, or how we can help. You can contact us by:
- Using our Contact page.
- Calling us at (804) 283-1920.
- Emailing Matt Brotherton directly at MBrotherton@1752Financial.com.
- Filling out the form below.