Integrated Process

A Fully Integrated Approach to Identify Alternatives

At MDB Group, we employ a fully integrated wealth management framework that provides a more complete view of your financial circumstances and planning issues. This approach aims to work towards more effective decisions since each component of your financial situation – your estate, investments, tax, retirement, and business circumstances, if applicable – is analyzed and evaluated. We then implement objective, comprehensive strategies specifically tailored to help address your financial goals. Our customized approach – understanding all aspects of your finances and implementing mutually agreed upon strategies – brings you confidence in helping to work towards your goals.

Our Process

To help achieve success, we rely on a disciplined four step process.

Step 1 – Model.

We conduct a holistic audit of your current estate, investment, tax, retirement and business situation (if applicable) and analyze every component of your finances. Clear goals are set.

Step 2 – Engineer.

From an in-depth analysis, we identify the gaps between your objectives and your current situation.We then engineer alternative strategies that better align with your objectives.

Step 3 – Implement.

We ensure each component of your financial strategy is coordinated and integrated.

Step 4 – Manage.

We systematically review both the ever-changing economic climate and your personal circumstances to adjust strategies as needed.