George Clarke's Story
When I first became a Financial Advisor of US Wealth Management, I knew that most Advisors from competing firms focused only on helping people invest their retirement savings, with little attention paid to their clients’ individual circumstances, such as their family situations, their goals, their experiences or even their fears. That is not how I wish to help people.
Consider differing needs of hypothetical people under differing circumstances, like a young mother not involved in the family finances prior to her husband's unexpected passing and those of a highly successful business owner nearing retirement, or sale of her business. In my experience the young widow may be worried she’ll need to sell the house and go back to work full-time, while leaving her children with day care providers. And the successful business owner will have a different set of concerns like enhancing her wealth through tax mitigation; protecting her wealth from unintended diversion, litigation or catastrophic loss; establishing or updating estate plans to ensure the efficient transfer of wealth to those whom she desires; and learning of ways to increase the impact of charitable giving intentions. While the needs of individuals and families are vastly different, many Advisors are equipped, or choose, to provide only static investment advice. Their clients are not being well served!
We seek to provide comprehensive Wealth Management to people for whom we can potentially make a major impact. We go beyond investment advice to guide those individuals, families, and business owners on how to prepare for and address significant transitional life events and concerns in their lives. Our advanced financial planning recommendations both complement and shape our investment management recommendations. We literally become our client’s financial head coach coordinating the subject matter expert advice from their accountants, insurance providers, attorneys, and other professionals. Our goal is to guide and assist each client to live their individual lives of significance!
