Wealth Management…Demands Customized Solutions for a Broad Array of Financial Needs
To move beyond a mere buzzword or chic but empty label advertised by brokerage firms on TV, “wealth management” demands an in-depth consultative process that delivers affluent clients customized solutions across a broad array of financial needs.
As a member of NAPFA, Cambridge Cape Cod advisors stands in contrast to the commission-based advisors who proliferate our industry, selling clients a pre-packaged, pre-selected range of investments sponsored by their employers. NAPFA members have the skills, the experience, and (most importantly) the obligation to do what is best for their clients.
We can’t be all things to all people…and we don’t try.
Instead, we focus on serving a limited number of individuals and families. Our most successful relationships involve clients with $1 million to $10 million in assets, whose prime goal is to gain financial peace of mind, so they can spend more time enjoying their families, maintaining good health, and living their lives to the fullest.
“I play several roles in my client’s life: Philosopher
(the person who asks the tough questions), Strategist (the person who
outlines the complex tax or estate planning strategies to move a client
forward), Capitalist (the person who encourages and helps clients make
money), and Source of inspiration (the person who helps clients bring
out the best in themselves).”