Tek R. Wiegert
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 20 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.
