Building a Client-Centric Wealth Management Firm

The firm focuses on high net worth clients, typically managing assets ranging from 5 to 25 million. These clients often present complex financial situations, which require a collaborative approach between the firm and the clients for effective wealth management. This relationship is characterized by engagement, as clients actively participate in the financial planning process, while also demonstrating advocacy through referrals to their family and friends. The firm describes its clients as 'AAA' clients, emphasizing their positive attitudes, collaborative spirit, and deep involvement in their financial management.