Share this
Choosing Structure Strong Enough to Support the Ideals of Members' Wealth
by Dane Czaplicki on May 03, 2023
A wall will hold a roof, but a wall supported by a flying buttress will hold a cathedral.
Structure determines everything. A wall will hold a roof, but a wall supported by a flying buttress[i] will hold a cathedral. When the founders set out to build Members’ Wealth, we wanted a cathedral. So, in true architectural fashion, we came up with our set of ideals and then determined what was the best structure to support those ideals.
Our Foundation: Addressing the Need for a Service-First Model
Members’ Wealth is a private wealth management organization with a focus on providing a high level of service to its clients. The founders of Members’ Wealth recognized that there was a need for a service-oriented firm in the industry, and we set out to create something that we ourselves would want as clients.
Our Flying Buttress of Support: Independence
The flying buttress of support—so Members’ Wealth can support its mission of client, employee, and service first—is our foundation as an independent organization. This allows the firm to plan for the long term and to prioritize the needs of its clients and employees over short-term profits. When an employee understands that they come before profitability, it creates a culture where everyone wants to be there long-term. This, in turn, creates a stable and reliable environment for clients, who can trust that the firm is focused on their long-term success.
Our Mission: Long-Term Success for Our Clients, Staff, and Firm
Members’ Wealth believes that long-term planning is not only important for our clients’ personal needs but also for the success of the organization itself. By creating a culture of long-term planning, our firm can attract and retain employees who are committed to the success of the company and its clients. This creates a virtuous cycle, where everyone benefits from the firm’s success.
In a time where many firms are focused on short-term profits at the expense of service, Members’ Wealth stands out as a firm that is dedicated to the long-term success of its clients and employees.
If you are looking for a wealth management firm that prioritizes service and long-term planning, Members’ Wealth LLC may be the right choice for you. Visit our How We Help page to learn more about our services and approach.
Footnotes
[i] A flying buttress is a structural element commonly used in Gothic architecture, which is characterized by its elaborate ornamentation and pointed arches. It is a type of support system that consists of a large, vertical buttress that extends from the ground and supports a smaller, angled arch or buttress that rests against the exterior wall of a building. This design helps to distribute the weight of the roof or upper walls away from the main structure of the building and onto the exterior supports, allowing for taller and more intricate designs. The name "flying buttress" comes from the fact that the angled arch appears to "fly" through the air to reach the main structure.
You can learn more about how we serve our clients by tapping the button below.
Alternative investments, including hedge funds, involve risks that may not be suitable for all investors. These risks include (but are not limited to), the possibility that the investment may not be liquid, speculative investment practices may increase the risk of investment loss and higher fees may offset any potential gains. Investors should consider the tax consequences, costs, and fees associated with these products before investing.
CS Planning Corp., doing business as, Members’ Wealth LLC provides investment advisory, wealth management, and other services to individuals, families, and institutional clients. Advisory services are offered through CS Planning Corp., an SEC-registered investment advisor. Members’ Wealth does not provide legal, accounting or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.
Copyright © 2023 Members' Wealth LLC
Advisory services are offered through CS Planning Corp., an SEC-registered investment advisor.
Share this
- December 2024 (3)
- November 2024 (5)
- October 2024 (6)
- September 2024 (5)
- August 2024 (4)
- July 2024 (5)
- June 2024 (4)
- May 2024 (4)
- April 2024 (5)
- March 2024 (5)
- February 2024 (4)
- January 2024 (5)
- December 2023 (3)
- November 2023 (5)
- October 2023 (5)
- September 2023 (4)
- August 2023 (4)
- July 2023 (4)
- June 2023 (4)
- May 2023 (6)
- April 2023 (4)
- March 2023 (5)
- February 2023 (5)
- January 2023 (4)