Wealth Management with Todd O'Reilly
Effective comprehensive wealth management goes well beyond investment advice and money management, addressing a wide range of matters related to both your financial and life goals.
Whether you are looking for wealth management for your yourself, your family or your business I can provide the expertise to assist you in achieving your goals.
What you can expect
You can be assured that I will responsibly perform all requested services and that I will be available when you need me.
I will undertake to deliver the following on a consistent basis:
- Treat you with respect, honesty, and dignity.
- Act as your advisor always placing your interests first.
- Strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk and your time frame.
- Thoroughly explain the implications of any strategies that I propose.
- Meet with you regularly to review your Personal Wealth Management Strategies.
Keys to a successful relationship
I would like you to understand that my recommendations will be always based on your best interest. As my client, you need to know that all investment, tax, estate, and insurance advice will be based on the information you provide me. I expect you to participate enthusiastically in the wealth management process. Finally, since the growth of my business is achieved through qualified personal recommendations, I ask that you provide me with an honest opinion of my services and to introduce my services to others.
Closely working together is essential to achieve effective wealth management. To this end we both need to make your strategies a priority. We will keep each other informed of any new developments that might affect these strategies. We will both agree to take the time to regularly review your Personal Wealth Strategies document. We will continually work on developing mutual trust , respect, and understanding.