Why am I different as a Wealth Enabler?

Many in my industry sell themselves as Investment Managers, Wealth Managers, or Financial Planners.

I consider myself a Wealth Enabler.  I enable people to pursue and enjoy their wealth.

Father Mike Renninger once said that he knew of married couples that were much lonelier than he was even though he is obviously single.  Likewise, I know of people that have far less money than most, but are much wealthier based on what they do with their lives and how they live.

So to distinguish myself as an Wealth Enabler, I need to share with my clients and prospects what I believe, promise, and deliver that is different from everyone else.

I believe that wealth is everything that money can't buy.  Money simply allows you to enjoy your wealth to various degrees.  The traditional investing relationship doesn't distinguish between money and wealth.  I imagine a relationship with my clients that has asset allocation tied to a lifetime of fulfillment goals because that is what wealth truly is.

I promise to remove the cost of complexity, complacency, and unnecessary risk to allow my clients to have more wealth to enjoy and to do it with less worry, more trust, and more fulfilling experiences.  I do this through:

• Active management of low-cost, passive investments
• Tireless pursuit of tax efficient opportunities presented
• Customized asset placement and percentage cost averaging strategies

I deliver on my principle of wealth enablement through fulfilling desired experiences by: 

• Serving my clients unique needs uniquely
• Limiting my client base to 84 clients so I may maintain the highest possible service level
• Analyzing their situation, investments, and life goals
• Choreographing an asset allocation and financial plan to allow their goals to be realized

Hopefully, this give you a better view on me and how I think about my clients and their wealth.  I transform the complex, ambiguous world of transactional investing relationships into simple, personal wealth experiences.