We serve many of our clients as their Financial Head Coach, coordinating the services of all professionals to fully support your financial situation and all that you want to accomplish. This process consolidates the fractured advice you may receive from multiple sources to help you efficiently work towards your goals.
When asked what makes us distinct, our clients tell us it is our availability and accessibility. Whether during a regular face-to-face review of your portfolio, monthly briefings, or directly responding to your queries, you’ll be up to date, informed and educated.
We’ll ask you questions and carefully listen. In addition, we will:
- Contact you regularly, while accommodating your schedule because we know your time is valuable.
- Avoid industry jargon and speak in a language that is common to all of us, so that you are comfortable discussing any topic and asking any questions.
- Be proactive and not reactive in all communication with you – leaving you with the security of knowing that we are always available.
Our foundation is created by fostering a long-term and meaningful relationship with you for life. You can be confident that you truly have a friend here at U.S. Wealth Management and trust you have a real partner in helping to manage your financial future.