To simplify your life, we need to learn a lot about you—about your finances, of course, but also what you want to both achieve and avoid for yourself and your heirs. After all, your wealth is not the sum of your assets. It is not a balance sheet, nor your tax filings. It is a means of making clear what is important to you; of passing on a vision of the world to your family, heirs and others; of affecting the change you want. That is why each Waldron private wealth report you receive begins with the Family Vision created by you and your team. The Family Vision provides the lens through which to judge all the supporting materials that follow.
From day one, Waldron was designed as a boutique firm with a unique array of wealth management services for individuals, families and family offices. Boutique because our clientele requires a high degree of focused attention; multiple services because their financial well-being is much more than a matter of investments alone. To that end, we maintain a low client-to-staff ratio—not higher than 5 to 1. We place a premium on having a strong advisor/client relationship right from the start. Experience has shown us that the creation of that relationship cannot be given short shrift on either end. Our client onboarding process is robust, and requires a significant investment of our time. The more we know about your goals, desires and preferences, the more we are able to provide advice that goes far beyond simply managing investments. Know that as independent advisors, our investment recommendations will always be conflict-free and held to the highest fiduciary standard. But what makes these recommendations truly customized is the work we put into aligning them with your unique objectives.
There is no customization without specificity. See how, together, we establish a succinct family vision that guides all of our actions on your behalf.
Please Note: The scope of any financial planning and consulting services to be provided depends upon the specific requests and needs of the client. Waldron does not serve as an attorney, accountant, or insurance agent. Waldron does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Waldron’s representatives, in their separate individual licensed capacities, can be engaged to be provide insurance sales/services as described on Waldron’s written disclosure Brochure, per the terms and conditions of a separate engagement and fee.
