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Our Process

At Calvert Wealth Management, we use a team-centered approach. Our whole team regularly reviews all of our accounts and brainstorms ideas to continuously build on our approach to each client. You can take comfort in knowing that every member of our team is familiar with your own individual accounts and/or plan. We strive to provide the best service possible and believe that our unique team approach helps you successfully maneuver through the complex financial world.

Introduce and Gather

We begin this phase by meeting and getting to know one another. We focus on learning about your unique circumstances by discussing what things are important to you and your family, as well as identifying financial needs specific to you.


In this phase, we focus on outlining goals and developing a comprehensive strategy to help you attain those goals. We discuss your risk tolerance and financial mindset. Each client is unique so we tailor our approach to your specific needs.


This phase focuses on putting the plan into action. Our firm will walk you through each step of the way as we implement the right investment and/or financial planning strategies for you.

Manage and Fine-Tune

In the final phase, we maintain regular contact and are constantly monitoring your accounts and/or plan to ensure that they continue to stay properly aligned to the intended strategy. As changes in your needs or in the global markets arise, we tweak your portfolio and/or plan to ensure it fits with the strategy we have tailored to your individual circumstances.

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