Finding a financial advisor that can provide investment advice and sell you a product is not hard to do; however, finding a true financial partner that you can trust to make decisions predicated on what is in YOUR best interest is much more difficult. At Resurgent Wealth Management, we are totally committed to getting to know you and building the type of long term relationship that allows us to put together a financial plan that helps you pursue your goals while providing the service and attention that differentiate us from our competitors. Why choose us? We believe that our clients benefit from:
LIFELONG RELATIONSHIPS– We believe that people prefer to work with people that take the time to get to know them and treat them like family. In order to be an effective advisor over the long term, you have to know people well enough to understand when real life issues dictate changes in investment strategy. At RAM, the foundation of our business is relationships and trust which positions us well to always do what is in the client’s best interest.
COMMUNICATION – Communication is the key to any successful relationship and your relationship with your financial advisor is no exception. At RAM, we put together a communication plan at the beginning of every new relationship. We combine in person meetings with phone calls and emails to keep our clients informed. We want our clients to understand what we are doing and how we are reacting to changes in the marketplace. We want to give them the information and knowledge to play an active role in their financial life.
OBJECTIVITY – We do not sell or recommend any proprietary products which means we can truly make decisions based on what is best for our clients. We work through LPL financial which gives us access to an “open architecture” investment platform resulting in strategies aligned with our clients best interests.
Experience– Whether you are choosing a doctor or a financial advisor, experience matters and is actually one of the only true differentiators in the wealth management business. At RAM, we have over thirty years of experience in financial services and wealth management. We have seen market ups and downs and understand the drivers of volatility. We have worked with a very diverse mix of clients and we have special experience with people who are going through financial transitions as a result of life changes. In particular, we have extensive training and experience working with clients who are experiencing significant life changes brought on by divorce.