Overview

Our goal would be to find out from you (the seller), how we can continue to add the value you have added to your clients. We will aim to ensure that the legacy you leave is honored and clients know you cared about them by leaving them in good hands. We would welcome the opportunity to get to know you.

We are independent financial services company. We have a very organized process of providing wealth management and investment services. Our client retention is very high, and we have regularly grown our business with at least 5-10% in new assets each year. We hold regular client appreciation events and offer clients/prospects a quarterly event about the market and the economy. Twice each year our team and client’s work together to help local non-profits for a day of service. We work with families to empower generations to manage their finances well and offer our clients a nationally renowned educational program on financial literacy for ages 3-18, college age, and adults.

As the owner of the business I started in this industry in 1987, so I have experienced many years of managing money and client’s emotions through various market conditions. Our companies culture is to greatly care about our clients as we would ourselves and to treat them with the utmost dignity and respect. Our Comprehensive Wealth Management process is founded on core investment principles, innovative and timely research, and investment products not readily available to the general public.

We have more than 40 combined years' of in financial services industry. We believe our knowledge and experience allows clients to have a high level of confidence that their investments are positioned for a high probability of success.

There are many financial advisors and institutions willing to adjust their principles to meet the demands of any client. We are not one of those groups. Our team philosophy concentrates on being everything to a select group of individual and institutional clients, rather than trying to be everything to every investor. We seek clients who share our investment values.

Because of this company philosophy and our investment philosophy, so far, we have a 100% record of our clients not running out of money, which we believe is their main goal. Our client’s assets are held at LPL Financial.

(see more about us at http://___)

Market
Advisor/RIA
Member Level
Premier
Last Activity
today

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