I believe in our laser focus on client service, shared values, and shared prosperity. We are driven by a passion for helping clients achieve their financial goals on their terms.
As an individual who has dedicated his career to the financial industry, I have witnessed the direct impact that wealth management can have on individuals and their families. This is why I am excited to join Members' Wealth, a boutique family-office-style private wealth management firm that is genuinely devoted to serving its clients.
I chose to join this firm because I believe in its laser focus on client service, shared values, and shared prosperity. At Members' Wealth, we are driven by a passion for helping clients achieve their financial goals on their own terms.
The wealth management industry often prioritizes profitability and scale, but Members' Wealth takes a different approach. As a boutique family-office-style firm, we take the time to understand our clients, serving as their trusted advisors and providing them with personalized investment, tax, estate, and cash flow plans that account for their unique perspectives on investing, risk, and personal information. We work with in-house CFP® practitioners, CFA® charterholders, and lawyers to provide comprehensive planning in areas such as investment, cash flow, tax, and estate.
We believe in having a team of specialists rather than generalists. That is why each client or family is supported by a dedicated four-person service team with expertise in different areas of personal finance, providing the high-level consultation that our clients require. We keep our clients updated on tax law and estate law changes, and we build investment portfolios that are not just model-driven but client-driven, with purpose-driven rebalancing. While other firms also have specialists, we believe that Members' Wealth provides greater access than some of the larger firms in the industry.
What I appreciate most about working at Members' Wealth is the shared values and passion for client service. I am joining a team of experienced financial professionals, most of whom I have known for over 20 years. Our firm is driven by the belief that we can make a real difference in our clients' lives, helping them achieve their financial objectives while regularly looking to expand the services we provide. This shared vision creates a positive work environment where we can all work together to deliver exceptional service to our clients.
If you are searching for a firm that genuinely cares about its clients and is committed to helping them achieve their financial goals on their own terms, I encourage you to consider Members' Wealth. Our independent, boutique family-office-style model, customized investment planning, and in-house professionals make us uniquely positioned to provide the high-level consultation that our clients demand.
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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.
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Advisory services are offered through CS Planning Corp., an SEC-registered investment advisor.