Why should you consider The Wealth Strategists?
We will let our clients tell you for us. We hire outside resources to give us feedback. In a recent online survey clients told us:
- 100% are satisfied with The Wealth Strategists
- 98% agree we take the time to understand financial needs & concerns
- 96% of our clients would refer us to others
- 93% agree they can make informed decisions about their financial future
- 93% agree our range of services meets their financial needs
- 91% agree we provide value beyond investment performance
Characteristics clients labelled us with in another bit of research:
- Holistic – We look at the whole picture before piecing everything together. This process makes clients feel empowered.
- Clarity – We take the time to explain things, we simplify financial concepts and talk in plain, everyday language.
- Team – We are considered part of their team. Also, clients appreciate that we work as a team to take care of their needs.
- Devoted – We are attentive, prepared and engaged in client meetings.
- Enthusiastic – We offer positive support.
- Non-judgmental – We receive personal information as facts and do not judge our client’s unique situations.
- Caring – We really listen to our clients, and it makes each individual feel valued.
After they have gone through our in-depth financial planning process, our clients feel confidence in what to do and empowered to move on through their life.
