How We Work
SICA Wealth Management is a private, fully independent firm. We are not restricted to any investment product and work exclusively as a trusted advisor, delivering independent minded advice with complete confidentiality. We welcome the opportunity to work closely with you through every stage of the wealth planning process — taking the time to develop a detailed understanding of each client’s individual circumstances and objectives.
STEP 1: HOLISTIC PLANNING
SICA Wealth Management is at the forefront of holistic investment management. We engage clients in an ongoing conversation to analyze their needs, values, intentions, challenges and objectives to develop a single strategic plan for investment, family, retirement and estate planning. This plan connects the unique purpose of the client’s life and financial resources with investment planning strategies and tax and asset protection solutions.
STEP 2: ASSET ALLOCATION
From there, we develop an asset allocation strategy that seeks to effectively, and comfortably, help you reach your goals — today and tomorrow. We do not adhere to the standard failed models of asset allocation. We believe in a more sophisticated, in depth, thorough philosophy of asset allocation through the use of such investments as private equity and alternative investments to achieve true asset allocation.
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STEP 3: ASSET LOCATION
As part of our estate tax planning services, we will determine how and where assets should be titled. Asset location strategies can significantly enhance the success of your wealth plan.
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STEP 4: FULL TRANSPARENCY AND COMPREHENSIVE REPORTING
We make sure our clients always understand how they are investing and why. We deliver timely reports on portfolio positions and performance. And we maintain regular contact with all of our clients to ensure that you are comfortable and confident in the decisions that are being made.
STEP 5: CONTINUOUS OVERSIGHT
Our relationships are long-standing. Many of the families we work with are in their second generation relationship with us. Our dedication and vigilance in monitoring your portfolio and realigning your financial plan as your family and your wealth grows, results in our clients relying on us as trusted advisors.
