What Makes Us Different

What is the role of a financial advisor? For us, that’s an important question.

We naturally believe that finances are an important part of life – but they’re only one part of a broader vision. For us, financial decisions must be informed by something deeper than a computer-generated assessment derived from a questionnaire. You and your family’s journey is much more personal and full of clues about how to approach aligning your finances with the present and the future.

At Feistmann Wealth Management, financial planning starts by looking inward – by pausing to reflect on the implications of what you have created thus far, and what you would like to accomplish in the future. We are truly dedicated to this – we are committed to understanding how you came to be the success you are today, and what lessons from that journey are required to properly align our services with your values.

Our process is all about encouraging you to think about your life in ways you might never have before. Our clients consistently tell us that, after meeting with us, they have a completely new insight into their own aspirations for the future. We have found that these insights form the basis of comprehensive financial planning.

We begin by asking questions. This is not only to help us understand your vision for the future, but also to help you articulate that vision so that it is well-formed – something you can clearly see and realistically aim for.

We’ve worked with clients for over 20 years, and our experience has led us to one core conviction: when you are planning your finances, you are planning your life. We see it as nothing less than that, and we approach our work in accordance with that principle. It’s not just about the numbers you see in your account; it’s about what those numbers mean to you.

Our process isn’t about telling you what your financial plan should be. It’s about working together to help clarify your own vision of the future so that your financial decisions are oriented towards what you truly want in life. It’s about charting a path from where you are, to where you want to be.

Our core service is to guide you through that process of reflection so that when the time comes to make decisions that impact your life, you can do so with the confidence that those decisions have been made in the service of a singular purpose: expanding your freedoms and living the life you want.

If this resonates with you, we invite you to contact us, and we’ll get started.