To know, is to know that you know nothing. That is the meaning of true knowledge. - Socrates

I would like to say I learned this quote from reading philosophical texts, but in reality, it was from watching Bill and Ted’s Excellent Adventure on repeat as a 12-year-old with my little brother. I am sure when Bill S Preston and Ted Theodore Logan spoke these words, they had no idea how impactful they would be to a whole generation of movie fans. Well maybe not a whole generation, but they have always stuck out in my mind. I find it humorous this wisdom is the core of service at Members’ Wealth.  

We cannot possibly know everything, so why try to build a structure based on knowing everything? Seems like a fool’s errand. Why not build a structure built on the ability to get the answer to the question, the correct answer that the client can count on. What does the client want? To talk to an all-knowing being (well sure but the expense of that all-knowing being would surely eat up all the investment returns) or to speak with a trusted team of advisors and specialists that will work diligently in a timely manner to get them the right answer or most sound advice.

No brainer. Thanks Bill and Ted (and Socrates).

What does this structure look like? At Members’ Wealth it is a dedicated four-person service structure. The square from our logo. Specialists in each field: Advisory, Investments, Tax/Estate/Business Planning and the glue to it all, the deeply dedicated and experienced Service Concierge. This structure offers dedicated in-house professionals in the main disciplines of wealth management working in concerted fashion with your outside advisors for a custom comprehensive approach to your personalized wealth management.

Having a 4-member service team is very important for the service model.

1. Advisor – This role is a mile wide. They really get to know the family. They bring together the team for the benefit of the family. They drive the overall process.
2. Portfolio Manager - The investment specialist that can go a mile deep and focus heavily on the individual’s investments. He or she works with the advisor and the family to design a custom investment plan for the family based on their needs.
3. Estate and Tax Planner – The planning specialist has a depth of knowledge in both estate and tax law. And when working in conjunction with the advisor and the investment professional, he or she can help bring a plan for the family that is coordinated, full of asset protection and very tax efficient.
4. Service Concierge - Client service is really the glue that holds the whole team together. They are there for the client when nobody else is. When you call into dedicated service lines, you get an actual person answering who you know and trust and can help coordinate with others to get the answer you need. And you can know it is the correct answer.

Thus, not only does Members’ Wealth offer experienced investment individuals, but we also offer estate planning, tax planning, and advisory all wrapped in a personal service touch. This removes the burden and inconvenience placed on the individual family or business to find and coordinate trusted professionals themselves in each of these respective areas. Having professionals in-house for your dedicated 4-person service team allows us to coordinate our efforts for each client’s circumstances.

Have a question? Call Members’ Wealth at 267-367-5453 to get the RIGHT answer.

Learn more about Members' Wealth and Who We Serve

Advisory services are offered through CS Planning Corp., an SEC registered investment advisor.