Kochis Fitz

Our Process

Kochis Fitz clients work with two or more members of our wealth management staff, usually including a principal of the firm. In addition, one of our Investment Operations Specialists is assigned to serve each client to facilitate all aspects of investment account administration.

Through a series of meetings, we develop a clear understanding of our client’s objectives and create a comprehensive plan of personal wealth strategies to achieve those objectives. Our client’s goals...and the priorities among...them drive the entire wealth management process.

At the conclusion of the initial phase of planning, we provide a written summary of the personal wealth strategies and required implementation steps specific to the achievement of each client’s specific goals. These strategies cover all relevant issues in a client’s financial life, often including specialized topics such as optimizing the exercise of stock options, managing concentrated investment holdings, inter-generational wealth transfers, and philanthropy.