A Higher Standard of Wealth Management
Means Wealth Management is a proudly independent firm that goes above and beyond to serve our clients. Grounded in a fiduciary duty to protect your best interests, we craft holistic solutions tailored to your goals while providing a higher standard of personal service.
What makes Means different?
Means Wealth Management sets itself apart in a number of ways. First and most important is our reputation and long-standing history. As a third generation, family owned organization we are not beholden to shareholders or a large parent institution. We have completely removed any conflict of interest and always put the needs of our clients above our own. Simply put, we answer to our clients, not shareholders. Means Wealth also employs a unique and diverse advisory and support team. With experience managing wealth strategies from simple asset allocation design to the most complex financial plan, Means Wealth Management has a team member with the knowledge to help you meet your financial challenges head on.
How do I know you will act in my best interest and not yours?
As a Registered Investment Advisor, Federal law requires Means Wealth Management be held to a Fiduciary Standard. This means that the we have a responsibility to act in good faith and always in the best interests of our clients. We must be loyal, use reasonable care, disclose any conflict of interest and fully set forth our compensation. Fees based upon the assets under management of client accounts (rather than transaction-based fees) helps ensure that your goals are aligned with ours.
Honest vs. Transparent
There is a big difference between an honest advisor, and a transparent advisor.
Your financial path is one of a kind. At Means Wealth Management, we understand it’s not just your savings—it’s your lifestyle, your aspirations, your peace of mind, and your legacy.
You deserve a financial plan that’s suited to you and your goals. That’s why we pride ourselves on a highly personalized process, built on in-depth conversations and patient guidance.
We begin with a friendly conversation, exploring the details of your current financial picture and your long-term objectives. Beyond your investments, we’ll discuss your retirement plans, liabilities, and philanthropic interests. We’ll lead you through simple exercises to determine your risk profile—but more than anything, we’ll be listening carefully to understand your needs, concerns, and goals.
With your goals in mind, we’ll dive deep into your current financial circumstances, taking a holistic view of the situation and identifying any obvious problems. Our advisors will gain a complete understanding of your financial life before beginning to map out feasible, sustainable paths towards your goals.
From there, we’ll construct comprehensive strategies tailored to your risk tolerance, time horizon, and aspirations. Together, we’ll collaborate and discuss how you feel, offering varied approaches coupled with our frank advice. As an independent firm, we hold ourselves to the highest fiduciary standard—that means we’ll always act in your best financial interest, not our own. Our advisors’ guidance is unbiased and honest.
Once we’ve all agreed on a prudent strategy, we’ll work to implement it over time. If your plan involves outside professionals, like an estate attorney or accountant, we’ll collaborate with them to execute your moves in the most optimal, efficient way possible. At every stage, you’ll receive updates on how things are progressing and what the next steps will be.
After your new plan is fully implemented, we’ll continue to look after your interests. Our advisors will regularly check in, reviewing any changes in the market, your objectives, and your financial situation. We’ll reassess and refine your plan to keep you on track to achieve your dreams.
Learn More & Get Started
Contact us to speak with our staff today. There’s no obligation and no pressure—just honest advice, genuine care, and outstanding service.