Family Wealth Management Client Profile
Retired Couples and Pre-Retirees
Financially Independent Women
Successful Entrepreneurs
Successful clients of Family Wealth Management:
- Have realistic expectations
- Understand financial strategies and products, but have a low level of interest in doing the work themselves
- Place a high value in delegating their financial decisions to a competent, trusted professional
- Are committed to not only developing a written financial plan, but also implementing it
- Wish to enrich the lives of friends and family by informing them of their positive client/advisor relationship
- Have $250,000 or more of investable assets
Overall...
Our clients are open-minded individuals with important plans for the future. They value service, advice and professional relationships. They are willing to pay fairly for our time and expertise.
Family Wealth Management is a professional firm providing customized wealth management solutions and services to an exclusive set of clients while protecting their financial assets and standard of living.
Get started with us today by reaching out to:
Family Wealth Advisors, LLC |