Wealth Management

Sometimes the hardest part of managing your wealth is pulling together all the pieces of your ever-expanding financial puzzle. To help, we work with you to get it all down on paper, identify realistic goals, and then crunch the numbers to come up with creative solutions. 

Our process is only a starting point.

The wealth management process isn’t rocket science. In fact, almost every advisor will walk you through the same steps. It looks like this:

Artboard 2 Copy 3

Define Your Financial Life Goals

Artboard 2 Copy 4

Organize Your Financial Picture

Artboard 2 Copy 5

Create a Financial Plan Roadmap

Artboard 2 Copy 6

Implement Your Investment Strategy

Artboard 2 Copy 7

Monitor and Evaluate Changes

But that’s not what makes our process work. For us, the most important part of the process is getting to know you. Your dreams. Your fears. Your shooting-star goals. From there, we work together to figure out a plan to fund your goals—without your fears getting in the way. Sure, we follow the process, but at Market Street, you are at the center of this process.

Even after your plan is in place, we’re here to help. To be sure your plan stays on track toward your goals, we offer to update your plan annually and provide a detailed assessment of your projected outcome—at no additional fee. 

We encourage you to pick up the phone and call—anytime—with questions large or small. If a phone call isn’t enough, we can schedule a face-to-face discussion. Whatever it takes to make sure you know where you stand financially, that you understand your options, and that you’re comfortable with your choices.


Please Note: The scope of any financial planning and/or consulting services to be provided depends upon the needs of the client and the terms of the engagement. Neither Market Street, nor any of its employees, serves as an attorney or accountant.  Accordingly, neither Market Street, nor any of its employees, prepares estate planning documents or tax returns.

Learn More

Take your first step toward a stronger, simpler financial future with our broad array of wealth management services.

Contact Us