At Maestro Associates, our Clients see us as their Personal Business Manager. We act as the architect and general contractor to your financial plan, making sure that you have a strong foundation grounded in your most important values.
We pride ourselves on our community of clients who generally have certain characteristics in common. It is these traits that make them good clients and us good advisers – because we fit.
We seek to limit our community of clients in order to help ensure the highest quality service and the best possible working relationships. After all, we take managing your financial household very seriously, and our clients allow us to do that for them so that they can focus on their quality of life.
THEY ARE FINANCIAL DELEGATORS: Our community of clients is comprised of skilled financial delegators. They appreciate, and are willing to follow, the advice of a professional.
THEY ARE PASSIONATE ABOUT GOALS: All of our clients are passionate about their desire to accomplish their goals. They realize that achieving those goals requires both money and planning.
THEY ENJOY SIMPLICITY: Our clients enjoy the simplicity, freedom and confidence that comes from having all of their financial assets under the watchful eye of a single trusted advisor.
THEY VALUE OUR WORK TOGETHER: Our community of clients is comfortable with our way of doing business and the way we are compensated.
THEY FOCUS ON WHAT’S REALLY IMPORTANT TO THEM: Our community of clients values our relationship. By delegating their financial management work to us, they can focus their valuable time and energy on those things that are most important to them.
THEY CAN HANDLE THE TRUTH: Our clients want to hear the truth from us regarding their financial situation…..no matter what.
Our clients know what is important to them and they have a written step-by-step plan of action to achieve their goals. Our clients act with courage to make their plan a reality. We coach, benchmark and track progress toward the goals important to each client. We accomplish our goals when our clients accomplish their goals.
Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure
note: Maestro Associates is an independent firm and not affiliated with Money Concepts