Our Process

Live with a sense of purpose. Do what you love. Accomplish what matters most. If you have $1M or more in investment assets, our comprehensive process starts by helping you visualize the ideal life you wish to live. By understanding your core values, financial goals and quality of life desires across all life stages, we will design and implement hyper-personalized solutions to guide you towards that ideal future. Long-term planning will only be successful when you have peace of mind and clarity around your financial capital and how it supports you. We meet regularly to review the progress of your plan over time to ensure that the appropriate investment design and solutions are in place. This allows for the timely implementation of new solutions as needs arise from life changes, shifting market environments, or new opportunities.

You, the client, are the center of what we do. Bent Tree Trust Advisors coordinates directly with you and your designated family members as your central point of contact, coordinating all of the various services and subject-matter experts that will help bring all aspects of your multigenerational financial life together into one cohesive plan. Beyond the design of your comprehensive wealth plan, our firm’s staff is deeply committed to providing exceptional, high-touch service in responding to your ongoing needs. Additionally, we employ a proactive service model that considers an exhaustive list of factors over the course of each year including Tax Planning, Estate Planning, Risk Management, Insurance Analysis & Reviews, Asset Protection, and other Financial Planning considerations above and beyond our financial asset management. We also subscribe to a fiduciary standard of care model and have implemented state-of-the-art security programs to ensure complete confidentiality and security of all client information.