Our process is in stark contrast to that of many industry advisors who simply provide clients with a questionnaire regarding risk and then assign them a level of risk tolerance fitting a prepackaged portfolio model. As part of our wealth management process, Reilly Financial Advisors first helps determine how much money a client will need to reach their financial goals, then determines how much risk the client will need to take to achieve those goals. We believe that many investors take on more risk in their portfolios than they need to—and oftentimes more than they are comfortable with.