Raising the Standard of Client-Centered Excellence

How do you define wealth?

Some people determine their wealth solely by the amount of money they earn, save, or use to acquire an abundance of possessions.

W3 clients define wealth as freedom.

Freedom to live a life of choice.
Freedom from financial fear, uncertainty, and doubt.
Freedom to enjoy today’s lifestyle without jeopardizing tomorrow’s legacy.

Once you experience the freedom, security and independence of a strong financial foundation, we believe you will discover the meaning of true wealth – peace of mind.

With decades of experience, the W3 Wealth Management team has earned the trust and respect of clients, community leaders and peers by intently listening to their client’s needs and then designing a customized financial life plan that reflects their client’s core values, needs and individual goals.

Setting a new standard of client-centered excellence, W3 Wealth Management provides:

• Values-Based Financial Life Planning to Create a Compelling Vision for Your Life
• Simplified Solutions to Complex Problems
• Investment Management to Help You Build, Protect and Distribute Your Wealth
• 5 Star Concierge Client Service to Reduce the Cost and Frustration of Change

 

W3's clients often come to us from the direct referral of their colleagues, friends, attorneys or accountants. We believe this is due to the respect and trust we have earned for our high touch personal service and comprehensive, objective approach to wealth care. Although different in their backgrounds and needs, W3 clients share the following traits:

The Clients We Serve:

• Successful individuals, families, businesses, and non-profit organizations
• $1 million in investable assets
• Value professional advice and concierge service
• Knowledgeable but prefer to delegate the day to day details of wealth care

 

W3 Wealth Management Clients Typically Want:

• Long-term relationship with a trusted advisor who listens, understands, and guides.
• Personalized financial planning which reflects their goals and time frame.
• Customized investment portfolios, not a cookie cutter one-size-fits-all plan.
• Comprehensive access to all available financial planning tools and investments.
• Objective and independent advice with no tie to proprietary products.
• Professional guidance to minimize risk and simplify the planning process.
• Delegation of day-to-day wealth management to a trusted professional.
• Integrated team approach with all of their chosen financial advisors.
• Preservation of wealth.
• Open lines of ongoing communication in a language you understand.
• Understand the "why" behind our recommended solutions.
• Consolidated access of all financial accounts in one convenient location.
• Access to cutting-edge technology tools 24/7 without losing the personal touch.
• Highly trained staff committed to client-centered excellence.

 

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