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Trust in Our Process

Financial services provided by St. Johns Asset Management, LLC are designed to be attuned to your unique financial goals and are tailored to encompass the existing variables in your financial life. By coordinating existing financial relationships, we can assist in developing a goal-oriented plan that is designed to grow potential income and reduce risk.

Our approach to wealth management is also goal-based. Once your individual financial goals are identified, we analyze the market, tax implications, and unknown risks associated with growing your estate and provide comprehensive illustrations of the avenues by which you may realize success. With your individual financial goals at the forefront, we work to build risk-averse and tax-efficient plans that function to achieve those goals.

Phase I: Discovery

We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you.

Phase II: Strategy

The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success.

Phase III: Implementation

The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Phase IV: Monitoring and Adjusting

We monitor our client’s accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that shifting global markets require a different investing approach, we are quick to make adjustments.