There are a few relationships in life that deserve special attention. This is one. When it comes to your financial future there is no substitute for trust, integrity or the integration of real-world experience with a personal relationship. At Mooney Lyons we understand. Our approach, The Integrated Wealth Model, is a complete wealth support platform that spans the entire financial spectrum for you and your family.
We begin with the most important part: getting to know you.
We deliver your Personal Wealth Model, address questions and introduce your Advocacy Team.
We collect necessary paperwork, organize a schedule, and outline action steps.
We steward you along the path with strong attention to detail and a focus on steady progress.
Your Advisor and Advocacy Team meet with you regularly to discuss progress and compare it to goals.