Open Letter to My Clients or those considering
Dear Client
My name is Richard Frantz. I am an Independent Investment Professional with Brother's Keeper Wealth Management & Financial Planning and offer products and services through Money Concepts, a Wealth Management organization serving its clients since 1979.
My career began in 1992 when the Dow was just 3300. After many years on wall street, problem solving for the largest and most well-respected institutions around the globe, my priorities have shifted closer to home and family.
I now leverage my time, experience, and deep understanding of financial markets to help my clients reach their important life milestones.
The financial industry was built on trust. Quite literally, a handshake and one’s word. It is this trust that brought me full circle, from where the journey of a thousand miles began in 1992, to Frantz Wealth, Money Concepts and a handshake with the clients I’ve sworn to serve.
What is important to me is that I understand what is top of mind for my clients – that I may deeply serve them and in turn my clients know who I am and the values I bestow. Come speak with me, shake my hand, and tell me – what is important to you?
You should also know that as an Independent Investment Professional I am neither bound nor restricted to proprietary or company sponsored products. I have thousands of financial products available to me that I can tailor to your unique situation. This should be very important to you.
At Your Service,
Richard G. Frantz | Your Frantz Wealth Financial Professional
“If you want to build a ship, don’t drum up people to collect wood and don’t assign them tasks and work, but rather teach them to long for the endless immensity of the sea”.
-Antoine de Saint-Exupery
My career began in 1992 when the Dow was just 3300. After many years on wall street, problem solving for the largest and most well-respected institutions around the globe, my priorities have shifted closer to home and family.
I now leverage my time, experience, and deep understanding of financial markets to help my clients reach their important life milestones.
The financial industry was built on trust. Quite literally, a handshake and one’s word. It is this trust that brought me full circle, from where the journey of a thousand miles began in 1992, to Frantz Wealth, Money Concepts and a handshake with the clients I’ve sworn to serve.
What is important to me is that I understand what is top of mind for my clients – that I may deeply serve them and in turn my clients know who I am and the values I bestow. Come speak with me, shake my hand, and tell me – what is important to you?
You should also know that as an Independent Investment Professional I am neither bound nor restricted to proprietary or company sponsored products. I have thousands of financial products available to me that I can tailor to your unique situation. This should be very important to you.
At Your Service,
Richard G. Frantz | Your Frantz Wealth Financial Professional
“If you want to build a ship, don’t drum up people to collect wood and don’t assign them tasks and work, but rather teach them to long for the endless immensity of the sea”.
-Antoine de Saint-Exupery
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