As a fee-only registered investment advisor, we execute and supervise clients’ investments over time. The only compensation we receive comes from clients themselves—not from stocks and mutual funds. Not from sales of any product, commissions or kick backs.
4 reasons why our clients look to &Wealth:
1. Designed just for you, with strategies you can truly live with.
If hot stock picks were reliable, and if they could help you decide whether to live in Chicago near the kids, or Miami near the water, you might find them here. Instead, &Wealth clients receive a customized, integrated financial plan designed around the way they want to live. This plan is designed just for you. We don’t time the market—that’s just one inflection point, and it changes every day. Your needs anchor our asset management strategy which we believe holds strong against market whims.
2. No more fragmented statements—or decisions.
It’s easy enough to put numbers on a page, but what do they mean for you and for your future? One little detail could change everything. &Wealth serves as an advisory team point person, providing our clients with a holistic and easy-to-follow summary of each financial account, regardless of where the assets are managed–on one page, updated daily through Black Diamond Reporting.
3. Integrated communications with clients, family, & advisors.
Your advisor is always in. Take all the time in the world to talk, ask questions, reflect. Your thoughts and feelings are included in the plan. So are your family members and key advisors–who can be as educated and involved as you want them to be. If we can’t make you tea in person, we’ll settle for virtual tea. Our treat, no matter what. Email, call, or visit anytime.
4. Experience relief.
After we’ve worked together, it’s not uncommon for clients to uncover inner resources they didn’t know they had. Secret worries are replaced with clear intentions.