A SIMPLE 5 STEP PROCESS

At Triple 5 we follow a simple pre-defined 5 step process for all of our clients.

step_1 Step 1

Your Personal Wealth Management Advisor performs an initial confidential screening to determine whether Triple 5 is appropriate for you.

step_2  Step 2

Identify your current investment needs, future aspirations and conduct a thorough evaluation of your current asset base, risk profile, and return expectations.

step_3  Step 3

Develop a Customized Strategy Aimed to Meet Return Expectations

step_4  Step 4

Plan Implementation through fully screened and selected institutions

step_5  Step 5

Ongoing Program Monitoring

Triple 5 Wealth Management, LLC

19495 Biscayne Boulevard, Suite 407 Aventura, Florida 33180

Phone: 305-935-5502

Fax: 305-935-5133

Info@Triple5Wealth.com

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