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 need. This explains why research indicates that over 80% of affluent investors are currently unhappy with their wealth managers.1
My holistic approach addresses this gap by ensuring advanced planning issues are a priority and not an afterthought.
In addition to investment consulting, my comprehensive service addresses four important concerns: Wealth Transfer, Wealth Protection, Wealth Enhancement, and Gifting. Furthermore, I partner with my 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 my Second Opinion Service, a comprehensive review of your wealth management strategy. This discovery process is my opportunity to objectively look at your existing wealth management approach.
Why get a second opinion?
- A second opinion may confirm you are on the right path.
- It may identify gaps and solutions you have not considered.
- It is painless and not a sales presentation. In fact, it’s actually exciting to take charge of your financial life.
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.
Jeremy S. Mitchell, CFP®
(623) 977-9823 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 $1M of investable assets.
1Source: CEG Worldwide.