The 20/20 Vision Wealth Management Strategy
Personalized · Simplified · Unified“Most geniuses, especially those who lead others, prosper, not by deconstructing intricate complexities, but by exploiting unrecognized simplicities.”
Therefore, the first order of business will be simplifying and organizing your financial life. This will allow us to partner with you to clarify your wealth, retirement and financial objectives.
2. Thought Leadership
We understand that not one person has all of the answers, therefore, we have some of the brightest professionals we know and trust, that will be invited to your table in the areas of taxation, estate, wealth and insurance, all at an affordable cost.
Investing is simple but not easy. It takes a disciplined strategy, the backbone to ignore the “fortune tellers” and the “money cartels” and the knowledge in knowing that wealth is created over time. We will work together to create a meaningful retirement and wealth accumulation strategy, incorporating stocks, bonds, mutual funds, exchange traded funds and pension managers.
We do not conduct any business before we discuss our fees. We have found that fees are only an issue in the absence of value. As such we believe in a fair exchange for value provided that will put a smile on your face. We offer fee based services only, as a matter of principle.
5. Exceptional Service Without Exception
Service seems to be something many talk about, but few understand. Service starts with building trust. Trust is earned by delivering the unexpected. The unexpected comes from the knowledge that sometimes it’s the small things that count.
Our Custom Care Service Plan is a personalized program, which starts with a service specialist dedicated to your needs. From hospital to retirement home visits, to celebrating the most important moments in your life, to family events and workshops, we are there with you all the way.
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Family Wealth Management
Family Tree Wealth Management