Who We Serve
Understanding your most important values, concerns and goals is the cornerstone of what we do. Starting at our introductory discovery meeting, and throughout our relationship, we have discussions on the goals you are trying to achieve, what keeps you up at night, how you aspire to use your wealth, how you envision living your retirement, and how you want to leave your legacy.
We advise clients with whom we can confidently build a long-standing relationship. We do not spend time cold calling or mass marketing. Rather, due to the nature of our client relationships, we are fortunate to earn referrals to friends, family members, and colleagues of existing clients.
We serve as your wealth advocate through a relationship built on trust. We spend our days working to address your most significant concerns. Generally, these concerns can be categorized into five areas:
- Making smart decisions with your money
- Minimizing your exposure to income and estate taxes
- Transferring your assets effectively to your next generation
- Safeguarding your assets from third parties
- Making significant charitable contributions
Do you spend time worrying about these issues? If so, realize that everybody does not need a wealth manager. All wealth managers are not a good fit for everybody. Is Arbor Wealth Advisors right for you and are you the right fit for us? We generally find the answer is “yes” if you find the following to be important: