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A customized and collaborative approach to wealth management.

Deep industry knowledge and an extensive professional network to help you reach your goals.

A dedicated team of professionals focused solely on helping you reach your wealth management goals.

The latest happenings at Ullmann Brown Wealth Advisors.

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  2. APPROACH

APPROACH

Successful financial outcomes come from having a disciplined plan and using a team of competent advisors who understand investment goals, cash flow needs, the need to keep solutions simple and remain optimistic when others get bogged down with the near term noise and pessimism of the moment.

At Ullmann Wealth Partners, we have thought long and hard both about the planning process and wealth management. We have created a customized, comprehensive and systematic process to identify client’s strengths, dangers and opportunities for the future and then build an investment plan to follow going forward. We focus on tax mitigation and increasing cash flow throughout the process to preserve and enhance the wealth you have created.

Once the plan is completed and assets are correctly allocated and invested, we then implement our system of modifying, rebalancing and reviewing progress towards our clients’ annual and multi-year goals as governed by their plans.

 

Philosophy

Beholden to No One - Except You

Our desire is to help you achieve and maintain financial independence and confidence with an investment philosophy built on proven principles. Recommendations are constructed on rational analysis, not the emotion or group think often sparked by trends, booms, and rushes. And our open-architecture platform means we are independent thinkers, never influenced by the product preferences of a single investment firm.

Instead, we draw upon vast, unbiased resources to build a diverse portfolio and asset mix that is just right for you—one that will be rebalanced systematically to meet the changes and challenges that may come down the road.

 

Process

The 360° Financial Discipline Process

A customized, systematic process to help in achieving overall financial health. To learn what happens during each step of our process, hover over the different sections in the diagram below.

process.png

T he F ocal P oi n t I n t e r vi e w T he Li f e M ap i n t e r view g i v es y our financial adviso r y t eam a 360° view of who y ou a r e and wh a t y our ultim a t e obje c ti v es a r e b y delving deeply i n t o y our v alues and goal s , r isk t ole r an c e , c r edit need s , liquidi t y , family and est a t e m a t t er s , and se r vi c e p r e f e r en c e s . W e also get t o k n o w y ou personally and be g in building a genuine r el a tionshi p . Li f e M ap P r ese n t a tion/ I n v estme n t O v e r vi e w Y our t eam will p r ese n t y our Li f e M ap and a high le v el i n v estme n t o v e r vie w , which will include a r e c ommended balan c e of the app r op r i a t e mix of assets based on y our goal s , r isk e xposu r e , and r etu r n r equi r eme n t s . W e will also ide n tify gaps in y our plan and h o w w e can help r emedi a t e them. Mutual C ommitme n t W e r eview our i n v estme n t poli c y , c ommunic a tion, and se r vi c e plans t o ensu r e th a t they a r e ali g ned with y our e xpe c t a tion s . Each meeting in the p r o c ess is desi g ned t o ide n tify and add r ess needs and build a long-lastin g , trus t -based r el a tionshi p . T he A bunda n t Li f e P lan W e will p r ese n t a c omp r ehensi v e financial and li f e emp o w e r me n t w ealth manageme n t p r o g r am. T he A d v an c ed P lan, which in c o r po r a t es e xpe r tise f r om tax, est a t e , insu r an c e p r o f essional s , and personal banker s , will also be discusse d . T he Li f e P lan Engageme n t I mpleme n t a tion be g ins with a r eview of the capabilities and se r vi c es i n v ol v ed and the outline of specific a c tion s t eps t o ensu r e a c ommon understanding and c onsis t e n t e x ecution on the part of your Ullmann Wealth Partners team. T he F inancial P r o g r ess R epo r t Y our t eam a c ti v ely manages y our plan and r egula r ly r evisits y our goal s , r equi r eme n t s , and personal ci r cumstan c e s , measu r ing miles t one s , and annual ta r get s . T hey then p r oa c ti v ely add r ess y our e v olving needs and r e c ommend new ideas t o add v alu e .

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Phone: 904-280-3700
Fax: 904-280-3785
Email: info@ullmanwealthpartners.com

1540 The Greens Way, Jacksonville Beach, FL 32250

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