There are plenty of big firms and brokerages promising to “work in synergy with your aspirations,” to “harness client-focused strategies,” and to “deliver personalized solutions.”
But what does personalized service really mean when:
- you’re just another account number among a firm’s hundreds or thousands of clients?
- you spend more time talking to an assistant than you do your financial advisor?
- your financial strategy is determined by the firm-approved toolbox of products and services, not by what best fits your needs?
- your financial advisor is more interested in proving themselves to their boss as a hot-shot investor than serving you?
Hi, my name is Russ Thornton and I worked as a financial advisor in a Wall Street firm for over 12 years. What I did there did not fulfill my vision of truly personalized financial and wealth management services.
To me, personalized Wealth Management and financial advice means:
- you have a real relationship with your financial advisor, who takes the time to talk about more than just your balance sheet
- you define what success means to you, and your financial advisor helps you create a custom solution which will best serve you
- you have a flexible investment strategy that empowers you to make important financial decisions with confidence
- your financial advisor’s only loyalty is to you – a trusted partner who keeps you on track and protects your interests
Do you share my vision?
Let’s start working towards your financial goals today – contact me to arrange a no-obligation introductory consultation.