Wealth Development Council, LLC
Our mission is to consult with individuals and organizations who desire a high level of correlation between each of their financial assets and their own mission and goals. We seek to add value by being an effective investment manager and a resource for information, education, and/or financial products which may achieve that correlation.
Our vision at The Wealth Development Council is to provide our clients with the highest possible level of service and expertise in the areas of personal wealth development, wealth preservation, and intergenerational wealth transfer.
We consult with clients who are interested in creating or monitoring formal financial plans, estate plans, retirement plans or business continuation plans. In implementing those plans we make recommendations regarding investment and / or insurance strategies that may effectively carry out those plans.
We believe it is critical to coordinate investments and insurance with a clients’ personal tax planning and estate planning efforts and seek to build working relationships with our clients’ tax and legal advisors.
Thank you for your consideration of our professional services.
Our Core Values:
Our Planning Philosophy
This chart illustrates the many financial areas that need to be reviewed and addressed in a personal, comprehensive plan. Some may not need attention immediately, although understanding each area is important in establishing priorities and charting a course of action.
Our Value Proposition
Our clients experience significant personal economic benefit from the ability to leverage sophisticated, market-leading financial products, resources, technology and planning expertise in the context of a personal relationship with an advisor who is not encumbered with contractual production requirements which potentially create significant conflicts of inerest.
Our clients experience:
- A personal working relationship with their advisor
- Routine follow up and scheduled reviews
- Secure, 24/7, online access to a secure, personalized planning website which
- Reports consolidated account summaries
- Maintains a personal net worth statement
- Routinely reports on progress toward client goals.
Our Client Requirements
We require that our clients be action-oriented, willing to fully empower us to function as advisor in the financial areas in which we serve, interested in building a high quality, mutually beneficial working relationship, and willing to become advocates of our service(s) to others they believe would be a good fit for our practice.
We will terminate an engagement if we believe that we are not mutually fulfilling the objectives outlined here.
In all of our professional relationships, we pledge ourselves to the following rule of ethical conduct:
"We shall, in light of all conditions surrounding those we serve, which we shall make every conscientious effort to ascertain and understand, render that service which, in the same sircumstances, we would apply to ourselves."
~ The American College