MEET OUR ADVISOR TEAM

Selecting the right wealth advisor
From our advisors to our staff to management, we love doing what we do. 

We consistently try to create an entrepreneurial culture that challenges and rewards. The average tenure of our advisors is over a decade and the firm has over 100 years of planning experience. We believe it is important to keep our talented advisors happy so they’ll be with you and your family for a long time. 

This is why we built our creative business model the way we did, to deliver a value proposition that is relational and consistent in nature.

FIRM CREDENTIALS

We believe that a firm comes down to its people.

Don't take our word for it. We want to earn your trust and that begins with our initial client consultation.

OUR RESPONSE TO YOUR QUESTIONS

Selecting the right wealth advisor can be difficult. There are so many choices. But not all firms are created equal. Ask any firm in consideration the following questions to help you separate the great from the fake.

DO YOU HAVE THE EXPERIENCE AND EXPERTISE TO MEET OUR SPECIFIC SOPHISTICATED NEEDS?

Our Response:

We understand that our clients are busy, successful, connected people who fall at different points in the wealth spectrum. Situations can range from the relatively simple to the very complex. We listen to what matters to our clients, focusing on what makes them happy.

HOW CAN WE BE ASSURED THAT YOU WILL BE THERE FOR YEARS AND GENERATIONS TO COME?

Our Response:

We believe that consistency is important for our client relationships and how we manage their assets. That is why we have a continuity plan built into our business model. Just as you want your legacy to be meaningful, so does our desire for the firm’s legacy. We cherish the relationships with our clients and look forward to continuing those for generations to come.

WHAT TYPE OF TRANSPARENCY AND ACCESS DO YOU GIVE YOUR CLIENTS?

Our Response:

We believe in a team approach to planning. That includes the client. That is why we provide the latest technology and online access to give our clients the comfort of being an educated investor. Our client service model is built around transparency with clients to give them a voice.

ARE YOU AFFILIATED WITH ANY PROPRIETARY PRODUCTS OR ARE YOU TRULY INDEPENDENT?

Our Response:

We are not beholden to any company, fund, or investment. Our business model is truly independent meaning we can meet the needs of each individual client situation. We also understand the importance of being dually registered in order to provide both fee-based and brokerage solutions.

WHAT IS YOUR TRACK RECORD ON ACTUALLY DELIVERING ON YOUR PROMISES?

Our Response:

Our planning process starts with an intimate dialog with you, we then perform a detailed and through analysis of what you have and where you want to get to. The analysis is then authored into a comprehensive financial plan which creates a road map for both of us to be accountable to. Our recommendations and the implementation of the wealth strategies are communicated as they happen. All of our recommendations are highly customized and designed with sophisticated investment strategies to help you achieve your goals. As we transition into the management of the plan, we review the performance and assess any life changes on a quarterly basis.

DO I PAY A FEE OR DO YOU COLLECT A COMMISSION? ARE THERE ANY CONFLICTS OF INTEREST?

Our Response:

We’re a fee-only focused wealth management firm. That means we work for you and not the institutions. You pay us for financial planning services and a percentage of the assets under management for investment services. We avoid any potential conflicts of interest at all costs.

Get Started Today

Fill out the form to submit your inquiry and a member of our team will contact you shortly 

Please also feel free to contact us by calling us at:

888.881.6065

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Check the background of this firm on FINRA’s BrokerCheck
Securities offered through SagePoint Financial, Inc., a registered broker dealer member FINRASIPC Investment advisory services offered through SagePoint Financial,Inc., a registered investment advisor. Certain insurance products offered through ICM Private Client Group, Inc. ICM Private Client Group, Inc. is a separate company from SagePoint Financial, Inc. Insurance License Number: 0I92424This communication is strictly intended for individuals residing in the states of AK, AL, AZ, AR, CA, CO, CT, DC, FL, GA, HI,IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC,ND, NE, NH,NJ, NM, NY, NC,ND, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.IMPORTANT CONSUMER INFORMATION:A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
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