How We Help Clients
Clients come to us for a variety of reasons. They all have one thing in common: They're different, with differing needs and situations.
If any of these scenarios below fits your own situation, we can help.
"Now that I'm getting closer to retirement, I want to know that my investments will provide for me. I want to preserve what I've accumulated for my retirement and my children."
Taking into account your entire portfolio of financial assets, we can develop a plan to help you weather swings in the economy and provide for the retirement you seek.
"I want to begin distributing my wealth in ways that make the most sense."
Whether your goals involve charitable giving or passing along assets to members of your family – or both – we can help you achieve your aims in ways that produce the most favorable tax consequences.
"I'm going through a major transition and need to revise my plans."
Major life transitions – divorces, career changes – are a fact of life. We can help you adjust your wealth management strategies so that your goals don't have to change, even if your circumstances do.
"I'm too busy to manage it all. I want an expert who understands the whole picture and who can handle everything, so I only have to maintain one relationship, not several."
Mission accomplished! That's exactly what we offer you.
"I want someone who I can trust for objective counsel and doesn't have a vested interest in selling me a certain group of financial products."
We offer you a completely independent, objective source of counsel. We don't make money from transaction charges or proprietary investment products. Our management fees are based on the value of your portfolio. And that means our incentives are aligned with yours. Our goal is to help you manage your wealth wisely, because our success is tied directly to your own.
"I want somebody I can talk with face-to-face."
There are no layers of bureaucracy with us. You'll work directly with the principals who know you, your portfolio, your preferences and your goals. And you'll have personal access whenever you need it to the kind of "behind-closed-doors" advice that translates into real value.
"I want reports I can understand."
We make it simple. Every quarter, we'll send you reports that get right to the bottom line: how much you owned at the beginning of that quarter, how much you earned, what our fees were, and how your portfolio performed against several key benchmarks. (Of course, if you'd like more detail, we can drill down into the data as deeply as you wish to go.) See a sample of one of our reports.
"I want to know where my money is."
Because we do not serve as custodians of your invested funds, we never actually hold your money. Instead, to assure your trust, we recommend options for outside custodians (such as Charles Schwab) or mutual fund families. We receive information daily from the custodians regarding the performance of your accounts and make recommendations and investment transactions based on your goals. Meanwhile, you always know where your accounts are and can access them 24/7/365.
Our team has been helping clients manage wealth for more than two decades.
In 2007, we brought that experience together through Snow Creek Wealth Management, LLC, an investment advisor registered with the SEC, to serve clients’ needs comprehensively.
We apply our experience with a distinctive approach. We know each client by name and sight, and we know their individual goals. We’re always available to talk by phone or meet in person. Working across generations, we believe our approach represents the next generation in wealth management.
