LISTEN. CUSTOMIZE. COLLABORATE.

All investors are unique and have different goals based on where they are now and where they’d like to go. At the Gervais Group, we strive to understand our investors’ values, goals and relationships. This allows us to recommend investment solutions and manage financial plans based on their individual objectives. 

 

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Our Process

Our wealth management process has proven to be successful among our investors. The chart below outlines this process. 

Two Weeks Later

One Week Later

45 Days Later

90+ Days Later


Discovery Meeting
Identify goals. At our initial meeting, we conduct a discovery interview. This helps us identify the challenges you face in achieving all that is important to you. We examine your current situation, the goals you would like to achieve and how we can maximize the possibility of achieving those goals.
Investment Plan Meeting
Present investment plan. At this meeting, we present our diagnostic of your current situation and our recommendations for how we can bridge the gaps in order for you to reach your goals. This plan forms the foundation for all of our work together.
Mutual Committment Meeting
Confirm committment. At this meeting, we are ready to make a mutual decision about whether our team can add substantial value and whether we should proceed. Should we both choose to work together, we commit to each other to work toward achieving everything that is important to you and your family. We also execute the documents necessary to put your investment plan in motion.
45-Day Follow-Up Meeting
Organize account paperwork. When you have multiple investment accounts, it's easy to become overwhelmed with the amount of paperwork you receive. At this meeting, we help you organize all that paperwork in a notebook that we provide. We also answer any questions you may have so that you understand exactly what is happening with your money.
Regular Progress Meetings
Review progress and implement advanced plan. These meetings, which we schedule at intervals convenient to you, provide us an opportunity to review any major changes in your personal or financial situation since our last meeting. If these changes mean that we need to make adjustments to your investment plan, we do so. We also review your overall progress toward your long-term financial goals. This meeting is also our opportunity to implement advanced planning recommendations that may be appropriate for your situation. We will present to you our advanced plan at our first Regular Progress meeting so that we can prioritize those areas of greatest importance to you and then begin to address them systematically.
The Professional Network
A team of carefully selected professionals, each with a high level of knowledge and skill in key financial areas.
Professional Network Meeting
Our team of specialists evaluates all aspects of your financial situation and devises appropriate financial solutions.
The Advanced Plan
Comprehensive evaluation of the entire range of financial needs with our recommendations for moving forward.
Hover over the image for more information on each step of the process. 

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© The Gervais Group • 1539 West Market Street • Mequon, WI 53092 • (262) 240-3519 or (800) 711-6132

© Robert W. Baird & Co. Incorporated.

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