Who Eddy Mejlholm Can Help

There are several characteristics that draw clients towards us and us to them.

  • Clients who have little time and want someone else to manage the details

  • Clients who want peace of mind knowing their finances are well managed and being looked after by a team of competent professionals

  • Clients looking for a consultative approach rather than a transactional approach

  • Clients looking for a long term relationship with their advisor

  • Clients undergoing or preparing for life transitions such as retirement, business transitions, pension buyouts, family changes, estate matters, or other changes

  • Clients growing their wealth rapidly via professional success, stock options, signing bonuses, or other windfalls.