LiveWell Capital – Detroit
I hear you. Being a wealth management advisor isn’t about handing a client a run-of-the-mill financial plan. And it’s not about having lots of conversations about money or asking about your investment style. It’s about having conversations with people. It’s about family and dreams and legacy. It’s about understanding and hearing. It’s about listening. That’s what I do most: I listen more than I speak. That’s because listening to my clients explain their wants, as well as their needs, is absolutely essential in understanding how I can best help them achieve their financial goals comfortably, and in the time span they want.
People are unique. They want different things out of their lives, so when I hear my clients talking about travel, or building a second home, or arranging for a grandchild’s college education, it’s my job to first listen, and then create and monitor a custom plan which not only allows them these opportunities, but also, a plan which takes into account their current lifestyle needs. Yet, even more so, it’s also my job to advise clients about the kinds of things they don’t want to think about: illness, premature death, disability. I make sure your plan meets your and your loved ones needs for all that life hands you, both the good and the bad.
A good life doesn’t just happen. A good life is planned and created. For over 15 years, I have been helping clients plan their dreams into reality. In that same time, I’ve also been recruiting and developing my own team of professionals with whom I closely work. Together, we pool our knowledge and expertise to develop and maintain meaningful, personal relationships with our clientele. We want to impact your life positively. We want you to achieve success, financially and emotionally. We want you to be happy.
I do the research.
I look at the numbers, study the analytics, and monitor the trends. You may not have time to watch the market, so I do it for you. And when something comes up, you hear from me and decide if it’s time to invest more or move things around. It involves a lot of back office stuff, but I spend my day figuring out the most appropriate way to make your money work for you. That’s my favorite part of the job, managing your portfolio and working to meet your goals. There is value in being part of this team, for you and for me. You get the expertise of specialists and I get to focus on what I do best: working with you to build a personalized investment approach.
I cater to clients.
I also handle all of the office operations. That means that whenever you have questions, concerns, or you need help, you communicate with me first. I want every phone call, every e-mail, and every text to improve your experience with this office. Planning for your future should be easy and we work hard to make it that way. My favorite part of this job is bringing people together. So, I learn a lot about you, what you need from us, and how you like to communicate, to personalize your experience with this office. Clients are not numbers and they’re not figures, they are people, whom we care about. In the end, I make everything we do here better, just for you.
I help create solutions for clients.
I’m the numbers guy on the team. I help recommend the products, execute the plans, and in the end, make sure that the plans are in line with your needs and objectives. You see, each person who walks into this office is unique and special: we deal with individuals, not statistics. So, the challenge for me is creating something that’s comfortable for you and also, works toward your goals. And I love it. There is nothing I would rather be doing. Even though I’m organizing a lot of information, I like helping people succeed and knowing that I’ve contributed to their well being. That’s what really makes this job special.
I alleviate your concerns.
You’ll be hearing from me. I review accounts, manage accounts, and monitor accounts to make sure your plan is working for you in the ways you want it to be working. I also answer all of your questions. Sometimes people get overwhelmed with the idea of creating a lifelong financial plan. I’m here to show you that it isn’t complicated and it’s not difficult. Sure, I like numbers and I like math problems, but what I like best is client satisfaction. And client satisfaction equals success. For me, that can’t be measured by a number on my computer screen: it has to come from you. Your feedback drives my work and your questions, your concerns, and your comfort constitute my job. Basically, helping you makes my day.
I put the financial plans to the test.
First of all, call me Chuck. With the constant and rapid flow of information in today’s world, it is important to be able to sift through the “noise”. This is something I have learned through decades of experience and is a vital part of any planning process. My mission is to help the team understand these nuances while providing you and your family the best opportunity to accomplish your goals.
I am the Investment Specialist.
I have always had a passion for investing and financial markets. With over 25 years of experience as both a stock trader and financial advisor, I’ve seen the best and worst of what equity markets throughout the world are capable of. My goal is to help clients navigate all types of stock market conditions and answer any questions they may have. In other words, anything that will help our clients have peace of mind and help them achieve their retirement goals is what I strive for. As part of our diligent and extremely knowledgeable team, I enjoy helping out wherever it’s needed, so you will always know that there is someone here for you when you need us. I also enjoy travelling and cheering on the Detroit Lions and Tigers!