Published by Minna Burns
At our firm Management, you hear us talk about our dedication to providing you with the highest level of personal and professional service. We always strive to be your most trusted advisor and are committed to implementing and following a client bill of rights and code of ethics. As part of our goal to provide on-going transparent communications to educate our clients, we have developed a new campaign tagline:
Wealth Designed. Life Defined.
So what does this mean for you? “Wealth Designed. Life Defined.” represents our brand promise to deep industry knowledge and unparalleled passion to give clients expertly designed plans – and a more clearly defined future. Each decision and interaction is based on three key: trust, transparency and accountability. This commitment ensures a consistently personal and inspiring experience for every client.
This level of service can be boiled down to one, simple objective: We exist to help clients realize True Wealth and lasting fulfillment through personalized, expertly-designed service. Here are some additional values you can expect from our team:
- Our comprehensive, in-house team of an experienced Investment Committee, a strategically focused Wealth Enhancement Group, and a Research Department staffed by analysts and strategists, provides forward-thinking and professional knowledge to all decisions that affect your financial future.
- We are backed by an extensive network of fellow financial advisors, through our partnership with Carson Group Partners, which allows us to share insights, expertise and best practices in the financial services industry.
- We are equipped with a deep lineup of proprietary wealth-planning strategies, tools and resources.
- We are always trustworthy and transparent, honest with clients at every turn and able to speak about a client’s needs on their terms.
- We are efficient, systematic and dedicated to process.
- We share our knowledge and insights with clients so you can stay informed on what’s happening in the industry.
- We are passionate advocates who fight for a client’s best interest.
- We remain focused on knowing the whole person and understanding what’s motivating them to seek a personalized plan for their wealth: their children, grandchildren, the opportunities ahead, the world they’ll leave behind.
- We are able to design customized, proven plans that help clients realize True Wealth – and achieve the meaningful existence they’ve always dreamed of.
What is life defined? When we talk about the ways that wealth and financial stability can define the individual, it has little to do with a balance sheet, and more to do with a balanced life. True Wealth is all that money can’t buy and death can’t take away. It takes far more than financial planning. It takes a comprehensive approach with as much imagination as innovation – creativity as careful calculation.
We are wholly dedicated to helping clients reach a higher purpose for their wealth and to design a lasting legacy for their families. We leverage deep industry knowledge, a vast network of specialized services, proprietary investment strategies and a passion for the best interest of our clients.
You’ll notice our communications will encompass that which defines “Wealth Designed. Life Defined.” and our brand will be strengthened as we roll out distinctive identity pieces. We welcome your feedback on your client experience and look forward to continuing to provide you with professional and personalized service.