PROCESSUS
Wealth & Capital Management, LLC
Disciplined. Customized. Transparent.
We tailor financial solutions for high-net-worth individuals & business owners.
Processus Wealth & Capital Management, LLC serves only a handful of clients allowing us to personally manage each relationship, meticulously evaluate financial needs and develop comprehensive financial solutions.
Who We Are
Chad Jordan & Grady Tabor
For over two decades, we have worked together to develop a comprehensive and disciplined process to determine our clients’ personal and financial goals. Our process continues through the integration of tailored financial solutions to meet those objectives.
Our Values
We believe in providing unbiased, transparent advice to our clients. In that spirit, we disclose that we invest a large portion of our personal investment assets in the same strategies that we implement for our clients.
At Processus Capital & Wealth Management we seek to personally understand the complex nature of your financial circumstances and craft enhanced financial solutions to help you achieve your financial goals.
prōcessus
(Latin) Noun: A course, progression, process, advance.