Broker Check
 

Step 1 Discover

Everything begins with the important relationship between a client and their Financial Advisor. The first step is to schedule a consultation, in which we begin by discussing and understanding your goals, objectives, time horizon, tax status and sensitivity to risk.

Step 2 Evaluate

The Riley Nichols & Munn team will conduct a comprehensive review of your situation and your current investments.

Step 3 Recommend

Our experienced advisors will develop and recommend customized wealth management strategies, tailored to your unique goals.

Step 4 Implement

We will implement a plan that encompasses a variety of strategies to help you accumulate, manage and transfer wealth.

Step 5 Monitor and review 

Your advisor will review your portfolio regularly and propose any necessary adjustments to make sure your plan remains on track to manage your goals.