So, here are the facts about WealthFactor. You can think of these as promises - that we will be who we say we are.
FACT 1: WE PROVIDE SIMPLE, ACCESSIBLE, AND TRANSPARENT WEALTH SERVICES.
The current model of wealth management is this:
This is not simple! Or accessible. Or transparent.
Instead, WealthFactor offers the following:
No extra layers, no extra fees, no unnecessary complexity.
This is simple. And accessible. And transparent.
We believe…
We are committed to…
FACT 2: WE PLACE OUR CLIENTS IN CONTROL.
Traditionally, wealth management technology and client services are built for the advisor, not for the client, meaning they are
designed to make the advisor’s job as easy as possible, rather than improving the client experience.
The robo/online experience isn’t much better. Although the tech is built for the DIY investor, it lacks access to expertise when your
situation gets too complicated to manage on your own.
The outcome of both situations is this - the client isn’t in control.
Instead, WealthFactor offers the following:
We believe…
We are committed to…
FACT 3: WE TAKE RISK SERIOUSLY.
Remember from Fact 1 that traditional advisors recommend higher risk as a way to offset their high fees?
Well, in this model, risk is often also an afterthought - something that is just assumed to make enough return to make the client feel ok about the idea they are paying an “expert.”
There is little consideration taken for how much risk you may be comfortable with or how much risk your financial situation can withstand.
Instead, WealthFactor offers the following:
We believe…
We are committed to…
These are the promises we make to our users and clients. These are the facts upon which I've built this company.
Insights: WealthFactor: An Overview Insights: How WealthFactor is Different Insights: The Why Behind Our Investing
|
I invite you to learn more about WealthFactor and connect with me with any questions.
Not ready to talk? Meet our Wealth Concierge Team. |