That’s right, they serve themselves. When you sit down with a banker or a broker, they talk to you about product: ‘Do you want the red jar, the yellow jar or the blue jar?’ They talk about returns and risks.
What most financial services firms don’t do is gain a complete picture of your finances and make strategic recommendations. That’s because the overwhelming majority of firms don’t do planning. They do sales.
At Wernham Wealth Management we begin with process, not product. We find out about your income streams, the investments that you do have and what kind of debt you are carrying. Once we have assembled a complete financial picture, we help you work towards the kind of retirement that you envisioned for yourself.
We find that this approach works very well for our clients. Our customers are satisfied…and that’s good for business.