Holistic Wealth Management
Our Difference
We use a “holistic approach” to wealth management. Our systems, procedures and techniques have been refined by years of experience making us an efficient and productive wealth management company.
We Are:
We Are:
- Consultants Not Dictators - We take a consultative approach looking at your entire financial picture. Then, we develop a plan to help you get to where you want to go.
- Committed - We are committed to providing you with the finest in wealth management and financial planning services. We are free to work with you in a way that helps to meet your needs and desires.
- Understanding - We understand that wealth management is a process, not a product. As such, you receive ongoing money-mentoring and coaching. We are there when you need us.
- Educated - We attend a minimum of thirty hours of classroom education each year, over twice the industry average. We do this for one reason only… to better serve you with the latest in products, services, and tax strategies.
- Independent Products - We do not offer any proprietary products, we can choose from literally thousands of products in the financial services industry. The only caveat is that the products or services meet your needs and desires.
- Technology - View your account statements, account values, holdings, and transaction histories online. Use the online Client Vault to store all of your important documents, i.e. wills, trusts, tax returns, account statements all in one place.
We Provide:
- Independent Products - We do not offer any proprietary products, we can choose from literally thousands of products in the financial services industry. The only caveat is that the products or services meet your needs and desires.
- Technology - View your account statements, account values, holdings, and transaction histories online. Use the online Client Vault to store all of your important documents, i.e. wills, trusts, tax returns, and account statements all in one place.
- Protection - We do not share your personal information with anyone else. Your privacy is most important to us and we protect your personal information as if it were our own.
- Flexibility - In an industry with confusing fee structures and hidden costs, we simplify our costs for your benefit, not ours. We have fee structures specific to every clients needs instead of a one size fits all model. Planning for your future should be the focus, not confusing fee models.
- Commitment - We are committed to our clients for the long term. Command Wealth Management is focused on building relationships with our clients, not transactions. We work with our clients through the various stages in life and stay committed as life inevitably changes.
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