Our Process
We believe the best advisory relationships begin with confidence — and confidence begins with a conversation.
Our process starts with a complimentary 30-minute introductory conversation, an opportunity to get to know one another and determine whether our approach aligns with what you’re looking for. We’ll ask a few high-level questions to better understand your circumstances, what matters most to you, and what prompted you to reach out, but there’s no need to come prepared with detailed financial information.
Just as importantly, this conversation is an opportunity for you to get to know us. We encourage you to ask questions about our background, our experience, and how we work with clients. We want you to leave with a clear understanding of who we are, how we help, and whether you feel comfortable moving forward.
We want to be clear from the outset: this is not a sales meeting. There is no obligation, no pressure, and no expectation that either side will move forward.
We believe the right advisory relationship should feel like a mutual fit. Following our introductory conversation, we encourage you to take time to reflect on whether you feel comfortable and confident in the relationship. We’ll be doing the same, carefully considering whether we believe we can provide meaningful guidance and meaningful value to your situation. If we both feel aligned, the next step is a more in-depth conversation centered around your goals, priorities, and long-term financial picture.
Wayne McCormick, CFP®, ChFC®
Executive Managing Director, Wealth Manager
(603) 328-2709
wayne.mccormick@lplfinancial.com
Wayne McCormick founded McCormick Private Wealth with a simple belief: financial advice should be personal, thoughtful, and centered on helping people make financial decisions with greater confidence.
With more than 30 years of experience..
Michelle Lauder, CFP®
Portfolio Strategist
(603) 328-2709
michelle.lauder@lplfinancial.com
Michelle Lauder, CFP® has dedicated more than 27 years to the financial services industry, building deep client relationships, thoughtful support, and an unwavering commitment to helping people pursue their financial goals. A graduate of...
Bo Denniston
Senior Investment Research Associate
(603) 328-2709
Bo Denniston joined McCormick Private Wealth in December 2023 and brings more than 14 years of financial services experience to helping individuals and families pursue their financial goals with confidence. He is passionate about...