Tom grew up in a middle-class family, with his father teaching him basic wealth management concepts and the importance of hard work. Today, he is self-made and owns a boutique law firm. He is a diligent, organized business owner and works very well under pressure but he lacks the time or desire to manage his personal finances independently.
OUR WEALTH MANAGEMENT SOLUTION
We wanted to help Tom leverage wealth management services that freed up more of his time to focus on managing his business. Then, after taking a complete inventory of his financial picture, we could also recommend business services, such as employee benefits, that streamlined his retention efforts and helped reward his valued employees. We guided him with a wealth management plan to support his personal finances outside his work and position him to confidently exit his company at a time of his choosing.
