There is nothing more rewarding for me than to have a meaningful long-term relationship with my clients. My goal is to deliver a world class wealth management experience that addresses ALL of my clients’ specific needs. Most advisors only consider investment solutions – ignoring advanced planning – and, therefore, not delivering the experience their clients deserve. This explains why research indicates that over 80% of affluent investors are currently unhappy with their wealth managers.
Our holistic approach addresses this gap by ensuring advanced planning issues are a priority and not an afterthought.
In addition to investment consulting, our comprehensive service addresses four important concerns: Wealth Transfer, Wealth Protection, Wealth Enhancement, and Gifting. Furthermore, we partner with our clients’ existing experts to leverage those relationships to maximize their value and avoid unforeseen risks.
Do you know where you are going?
To help you make informed decisions about your financial future, I am offering a complimentary stress test, a comprehensive review of your wealth management strategy. This discovery process is my opportunity to objectively look at your existing wealth management approach and to provide you with valuable feedback.
Why get a stress test?
Before you consider a second opinion, we should meet to get to know one another. Wealth management requires trust and confidence – and that must be earned. Coffee is the first step.
I encourage you to contact me to set up a time to meet.
Bruce Raabe, Founder & CEO
415.925.4000 or firstname.lastname@example.org
Due to the high level of attention we provide our clients, we limit our services to those with a minimum of $10M of investable assets.