The Gap Process

When we first engage with a potential client, we introduce them to the Waldron GAP Process. The GAP Process involves the Gathering of information, conducting an integrated Analysis, and the Presentation of our preliminary planning recommendations.

The GAP Process provides potential clients the opportunity to evaluate the capabilities of our firm and the competency of our people at no cost or obligation. We agree to make this time investment because we understand that wealth management is not the type of service you want to be changing year in and year out; it is a relationship that builds over time, and one that is based on trust.

To speak with a member of our team about the GAP Process, please enter your information into the form below.  One of our advisors will review your information and get back to you.


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