Holism (from ???? holos, a Greek word meaning all, whole, entire, total) is the idea that all the properties of a given system are interconnected and must be viewed as part of the whole, instead of as individually compartmentalized aspects.
So what IS Holistic Wealth Management?
It’s what makes us unique as a firm.
It’s what makes us the only choice for the successful entrepreneur or the established retiree that wants to know everything is being taken care of.
It’s why we need to be selective about taking on new client commitments, and why we work off of referrals only instead of traditional marketing.
Unlike dealing with a representative at a large corporation, when working with us, you’re not a number. You’re a cherished partner in a relationship built around success. Our team is educated in multiple disciplines (taxation, law, investment management, risk management, and others).
Why do we cover so many areas for our clients? Because if we don’t, who is making sure the big picture is coming together properly?
Through our Holistic approach, we oversee your other professionals as your “middle management”. We scrutinize every aspect of your situation and assess it within the scope of the whole picture. When we are done, your wealth management has been synergized.