Schedule Your
Complimentary
Consultation
See what it’s like to partner with
MetCap Wealth Management
Are we the right fit
to help you?
Your financial situation is personal and unique. We want to
ensure our experience aligns with your goals and objectives.
Our expertise aligns best with:
Individuals and families with
$1 million or more in assets
Pre-retirees and retirees who don’t
have the time to manage their wealth
People who value the support of an
education-focused and collaborative
professional
Our Tailored Process
Feel confident with an educational
and personalized approach
1
STEP 1
Schedule a Complimentary Consultation
Before we dive into the financial nitty gritty, we want to get to know you! Our consultation is focused on exploring your initial questions, concerns, and goals.
2
STEP 2
Establish Your Wealth Management Plan
Now that we know more about you and what you’re hoping to achieve, we’ll explore your financial opportunities so we can create a plan that meets your objectives.
3
STEP 3
Enjoy Retirement and Let us Manage the Rest
Once you have reviewed and approved of your personalized plan, we’ll start implementing the plan and investment strategies, allowing you to sit back and enjoy what matters most to you.
Feel Confident with a Strategic
Wealth Management Plan
You worked hard to build your wealth. Let our knowledge
and experience put it to work for you.
Looking for more?
We want to ensure all of your questions
are answered
MetCap Wealth Management distinguishes itself as a fee-only service, not fee-based. This means we do not receive any commissions on the products or services we recommend, solidifying our commitment to unbiased and client centric financial guidance.
Typically we try to meet quarterly but understand that each clients' needs are different, and some may want to meet more frequently and others less frequently. We understand that clients' lives are busy and that they have entrusted us to manage their financial future. With that in mind we tailor the frequency of meetings to the needs of each of our clients.
Understanding the significance of being exclusively dedicated to our clients is the driving force behind the inception of MetCap Wealth Management, and as such we are committed to being available not only during regular hours, but after hours too.
As independent CFP® professionals we have committed to the CFP Board that they will act as a fiduciary, and therefore, act in our client’s best interests, at all times when providing financial advice.
Learn more about our commitment to the CFP Board as part of our CFP® certification to uphold a Code of Ethics and Standards of Conduct.
Do You Have the Right Strategy
in Place for Retirement?
Explore our 3-bucket strategy to help ensure your investment portfolio provides the financial support you need to enjoy a comfortable retirement
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Portfolio: $2,000,000
Guaranteed Income: $50,000
Income needed in Retirement: $120,000
Additional Annual Income Needs: $70,000
BUCKET 1
Interest = 3%
1 - 2 YEARS
Cash or Money
Market Funds
Safety
Immediate Liquidity
Emergency
Dry Powder
BUCKET 2
Interest = 4.5%
3 - 7 YEARS
Individual Bonds
Safety
Future Liquidity
Emergency
Dry Powder
BUCKET 3
1. Dividend = 3.1%
2. Price Appreciation
7+ YEARS
Growth Stocks
Dividend Stocks
Alternative Investments
Index Stock Funds
Stock Mutual Funds
Preferred Stock
Peter Metcalf, CFP®, CRPC®
This is a hypothetical example and is not representative of any specific situation.
