Everyone has different circumstances and aspires to different dreams. As your financial advisor, we can meet your needs well, only when we know you and your unique life situation well. We believe it is important for us to deeply comprehend not only your investments and other assets, but your most important values, goals, relationships and interests.
It allows us to construct an investment plan that will maximize the probability of achieving all that is most important to you and your family.
It sets the foundation for our long-term relationship.
It enables us to work with you in precisely the ways which you prefer.
Your Discovery Meeting will share many important insights into your financial situation, the challenges you face and the goals you seek to accomplish. The summary in the Total Client Profile reflects my understanding of these issues.
We offer a complimentary "Get Acquainted" meeting to learn about your goals and see if our services are right for you. Come in for a cup of coffee and a second opinion – both are free.
© Wellacre Global Wealth Advisors 2020
WellAcre Global Wealth Advisors is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where WellAcre Global Wealth Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by WellAcre Global Wealth Advisors unless a client service agreement is in place.