Broker Check

The Holistic Private Wealth Commitment to YOU

The Holistic Private Wealth team is committed to you and your financial success. We continually strive to provide you with consistent, high-quality services in the important areas of financial advice and advocacy. Understanding that each area of your financial life operates both independently and interdependently of other areas, our goal is to simplify your financial life in a world that wants to keep it complicated.

We promise to:

  • Maintain the highest standards of professional ethics and responsibility
  • Meet with you to discuss your financial goals and dreams
  • Monitor the success of your Wealth Plan vs. your goals and accomplishments
  • Assist in determining your tolerance for risk
  • Monitor your portfolio on a regular basis, recommending changes as necessary
  • Return all phone calls, emails and faxes within 24 hours whenever possible
  • Contact you frequently to ensure all your financial needs are met
  • Provide regular statements that review the performance of your account
  • Deliver periodic newsletters reviewing previous market performances and the current outlook for the future
  • Keep all your information secure and confidential