We respect your time, and as such, we’ll kick off our potential relationship with a 30-minute call. During this call, we’ll listen to you, ask some questions, and determine if we’re a good fit for you. There’s no obligation, no hoops to jump through—just 30 minutes to determine if we can help you.
Our Process
We listen, respond, and take
the time to understand you.
How we work with you.
At Matterhorn Private Wealth, our relationship with clients is built on a foundation of trust, accessibility, and proactive care. From the moment you begin working with us, we are here to help you solve challenges as they arise. We deliver a concierge-level experience, by providing personalized client support through a multitude of options including video messages and asynchronous meetings. With real-time access to your portfolios, plans, and documents, you’ll have a clear picture of your financial landscape. Our proactive planning approach goes beyond the present, helping you understand where you stand today and guiding you toward your desired financial future.
How we get started.
1Discovery
2Deep Dive
If we decide to move forward, we’ll request the necessary documents, review and analyze, and then schedule a two-hour virtual or in-person call. This is when when we'll carefully review your plan, explain recommendations, have deep conversations, and make adjustments before implementing your plan.
3Get Started
Again, you decide what works best for you. We have clients who want to meet quarterly and others who prefer annual meetings. Some prefer calls while others like to come into the office. Whatever works for you, will work for us. In addition, we promise we’ll always be available when you need us. Reach out anytime. We’ll be here. Our goal is to be your side-by-side financial partner for life.