Welcome To
CMH Wealth Management
Comprehensive Advice to Help Protect and Enhance your Financial Future
Brian
Carolan
CFA®
Portfolio Manager
Kristen
Hanley
.
Portfolio Manager
Karen
McCloskey
CFP®, CPWA®
Wealth Advisor
John
Fredette
CFA®
Portfolio Manager
Our Wealth Management Process
We follow a multi-step process to help you achieve your personal wealth and financial growth objectives
Meet
In an initial meeting we seek to understand your needs, concerns, and values and how they interact with your financial plan.
Listen
We listen first. Listening allows us to more effectively understand your needs and develop a customized wealth plan that works for you. We ask many probing questions and actively listen to evaluate your current situation.
Advise
Knowing your personal goals and preferences allows us to be a trusted sounding board for many important decisions. We will jointly determine an Asset Allocation Strategy that balances risk and reward, and analyze other financial areas to highlight risks and opportunities.
Implement
After we agree on a plan of action, we will establish a time frame for implementation, with full discretion to execute on the investment strategy. We will look to set expectations, communicate progress, and execute on your plan.
Communicate
We continuously review and monitor client portfolios and communicate regularly on progress and performance. Other components of the financial plan will be reviewed and updated as your needs and circumstances change.
Our Services
Alongside our core investment management services, we offer comprehensive advice and guidance on many other related planning topics.
To learn more about how CMH Wealth can work for you, see our complete list of services
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Investments
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Estate Planning Review
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Risk Analysis
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Retirement Income and Planning
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Family and Business Transitions