Our Process

The 1776 Capital Management Group works together as a cohesive unit to meet the diverse expectations of our clients. The Group provides extensive monitoring of the overall planning process and aims to proactively communication with each client to provide reasoning for all decisions and recommendations. 

Careful planning will enable your wealth to continue to work in support of the goals that have been established; such planning is not a single event — it is an ongoing process.  The circumstances of life are in constant motion; therefore the strategies implemented are created to evolve just the same to stay on course towards meeting a client's specific financial objectives.

At the heart of each relationship, 1776 Capital Management Group makes a commitment to helping turn our client’s stated investment objectives into realities. Our approach ensures you have a plan that has the ability to keep pace with changes in the market and in your life and involves four key steps: 

Understanding Your Goals

Gaining a clear understanding of your life goals is the first step. We will spend the necessary amount of time getting to know you, your priorities, preferences and values. Once these items are defined and your goals are understood, we can begin developing your investment plan.

Developing a Plan

We will work with you to create a customized plan to help you achieve your goals. The plan is built on a sound strategy that incorporates your investment objectives, time horizon, risk tolerance and income needs.

Implementing Strategies

Once your plan has been established, we begin the implementation process by first outlining our customized recommendations and then coordinate the execution of those recommendations with your other professional advisors as needed. Together, we devote a significant amount of time and attention to our selection of products and services before finally implementing the strategies that are most suitable for  your situation.

Evaluating Progress

Throughout our relationship, we will communicate with you regularly to assess your progress. This ongoing evaluation helps to ensure that your needs and expectations are being met. Adjustments are made as necessary to address your evolving goals and changes in the markets.