Our Process

Herzog welcomes the opportunity to get to know prospective clients and their financial planning objectives. A preliminary meeting would explore one’s existing investments and income sources, time horizons and risk tolerance among other pertinent topics. We will only accept a client whose scope of work we can confidently address.

We address all aspects of your financial life to prioritize your finances and create objectives. We then carefully design personalized strategies based on your wants and needs. Whether you are building wealth for your future, managing and preserving it for your family or creating a giving strategy, we can assist you in reaching your goals.

As your wealth manager, we are dedicated to delivering advice in a manner that is both confidential and consistent with your needs.