Not only do many of our clients share goals and concerns, they also share certain values.
Our clients value comfort. It is important to them to be comfortable with a financial advisor. They often choose to have a financial advisor build relationships with numerous family members, not just a primary patriarch or matriarch who controls wealth. They want to make sure spouses and children know their financial advisor and are being advised on the key issues that impact their family.
Those we serve want to be comfortable with the advice and counsel of their financial advisor. It is important to them that their financial advisor knows them very deeply, that the advisor takes the time to listen to them and ask the right questions. They want to feel comfortable that the plans and ideas their financial advisor recommends are in accordance with their wishes and are most likely to help them achieve their goals.
Our clients value peace of mind. It gives them a great feeling of relief to know that their affairs are in order, that they have provided for their heirs and that they have prepared for the unforeseen. This frees their mind to focus on other things that matter to them.
The people we serve value hard work. They see a clear connection between effort, risk, focused execution and living a great life. They believe in discipline and living a balanced and healthy life and want to pass these values on to future generations. They appreciate it when a financial advisor helps teach these values to younger generations.
Our clients value continuity. They want to build a relationship with a financial advisor who is backed by a great team that can deliver the services they need. They desire to maintain these relationships for many years. They know the process of building these relationships can be long and difficult and an interruption in a relationship with a financial advisor can have disastrous consequences.
Most importantly, those whom it is our pleasure to serve value quality time with the ones they love. They know that they are not experts in taxation, retirement planning, financial planning, investments, estates and trusts and a host of other areas that are important to enhancing and preserving wealth. They prefer to work with a financial services organization that can help them in all of these areas so they can spend quality time with the ones they love, knowing their wealth is well cared for.
“I enjoy serving ultra-affluent families because I value trust and discretion. They often have very complex financial lives and multi-generational stakeholders who see things in different ways. I find satisfaction in leading a team of advisors in a united effort to serve these families exceptionally well.”