Most firms require assets of 20 Million dollars before you can gain access into their Private Wealth Management services. But it shouldn’t have to be this way!
You need to understand that sound financial principles are the same whether you are a widow with $50,000 or Bill Gates with his billions. The tax codes, retirement guidelines, and investment strategies do NOT have minimum account size restrictions, BUT YOUR financial planning firm and broker do!
Everyone can benefit from Private Wealth Management. The biggest difference is revenue for the brokerage or broker. It does not pay as well as selling products, so you see it less often.
Using today’s technologies, we are able to give YOU access to smarter and safer strategies for YOUR finances.
Why shouldn’t you be enjoying better services, lower fees, NO sales charges, and safer products?? It is YOUR money, shouldn’t you be getting the most out of it??
To hear the Smart Money Recipes Show segment where Bruce discusses why you haven’t heard of private wealth management, Click Here! (about 7 minutes long)
To hear the full Smart Money Recipes Show where Bruce discusses Private Wealth Management, Click Here! (about 25 minutes long)
Thursday, November 12, 2009
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