At Wise Family Wealth, LLC, I entirely believe in the power of individual choice. After all, it was that same power that founded this firm!
When you go to a financial professional with a famous Wall Street name, you don't necessarily get that choice. While many big name firms offer quality investment products, the ones that a financial professional can offer may be chosen by people who don't know you. These firms also may impose sales quotas on the financial professional helping you. In other words, your investment choices may be limited choices, and there may be hidden agendas. I don't think that's the right way to do business.
Here's what I think is the right way to do business:
- Care for my clients in the way I'd want for myself. I founded Wise Family Wealth, LLC, to be the kind of place where I'd want to be a client, if I didn't already work here! I'd want to be respected, informed, and heard. I don't expect my clients to demand any less.
- Know my clients and their goals. I understand that investing is more than just a numbers game. There's emotion involved as well. People assign different values to money and approach investing for many reasons. The so-called best investments aren't necessarily the best for everyone. When we first get to know each other, I'll ask you a lot of questions so that I can learn about you and your family, and I'll tailor your investments accordingly. I want to be just as excited about your dreams as you are.
- Treat clients like people, not like portfolio balances. One thing you'll notice about this firm is that we're friendly. Down to earth. Good at listening. Having been in the business a long time, I've encountered this mix of attitudes—and a whole lot of market cycles (both good and bad!). I've got a lot of perspective that can help keep you on an even keel through the ups and downs.
- Empower clients to feel confident about their decisions. You don't have to know the difference between a stock and a bond when you come to see me. I'm happy to explain it to you. If you don't want to be bothered with the technicalities, that's okay, too. Some clients want to take more of a hands-on role in the investment process; others want nothing to do with it. Either way, my goal is to make sure you sleep easily at night, secure in the knowledge that your money is working effectively for you.
- Practice time-tested financial approaches. At Wise Family Wealth, LLC, I follow prudent financial principles. I treat your money responsibly. As your needs or financial picture changes, I'll work with you to adjust your course of action accordingly. I monitor your portfolio's performance so you don't have to worry.