ARE WE A MUTUAL FIT?
The relationship between a client and their financial planner is similar to the relationship you may have with your physician, rabbi, or pastor. It’s highly professional and deeply personal, and the productivity of the relationship very much depends on how we get along. At PFS Signature Wealth, we serve a select group of clients with whom we share the values of honesty, integrity and trust.
Our clients are successful individuals and families or highly profitable companies interested in working with a wealth management professional. They realize that wealth management is a specialized profession utilizing investment planning skills and tools they may not possess at advanced levels.
Our clients are at different stages in their financial life cycle. Some are actively building wealth, others are anticipating retirement, and yet others are enjoying time away from the office. Regardless of the demographic, all are concerned with optimizing their resources and maximizing what they can accomplish.
Our clients are not impulsive risk takers. Instead they’re dedicated to maintaining and building their wealth using a carefully planned, methodical approach.
Our clients goals are to enjoy their interests and work toward spiritual and personal objectives. They do not want to spend their time worrying about tax obligations, estate planning, retirement planning, and other financial responsibilities.
Our clients do not believe in, participate in, nor endorse unethical financial activities.
Our clients are searching for a trusted advisor willing to develop a wide-ranging and objective financial plan consistent with their goals.
Our clients appreciate the advantages of working with a professional financial advisor capable of evaluating and combining a range of financial disciplines to produce the desired results.
Our clients want to be kept abreast of all plans and decisions before, during, and after implementation.
Our clients prefer to work directly with the company’s decision makers — owners and top management.
Onward and upward,
J.D. Pellecchia, CFP®, CIMA®, CKA®, Managing Partner & Founder
William L. Mehserle, Jr., AIF®, CFP®, CPWA®, Partner
