Becoming a Client

Langsford Wealth Counsel advises families with an average of $5 million in net worth or $1 million in investable assets. We also work in partnership with Richardson Wealth’s private family office for families with over $25 million in net worth and $10 million in investable assets.

As your primary wealth advisor:

  • We take a fee-based, discretionary approach driven by an investment policy statement and engagement letter.
  • We aim to advise and manage your total wealth.
  • We take a goal-based versus index-based approach to tracking progress and reporting on your performance.
  • We develop a comprehensive plan for your legacy that takes into consideration all aspects including consolidated investment assets
  • We aim to understand your priorities and execute on them, not sell you a product

Through our onboarding process, we identify your wealth goals — what drives your decisions and how we can get you to where you want to be.

Intro call > Discovery meeting > Wealth planning overview > Implementation meeting > Regular monitoring meeting
  • Determine fit
  • Gather information to complete assessment and plan
  • Review and discuss scope of planning
  • Proposed investment strategy and Investment Policy Statement (IPS)
  • Action items – key planning objectives over next 12 months
  • Account openings
  • Transfers/deposits
  • Timeline to fully invested
  • Share information
  • Track progress
  • Plan update