What Differentiates Us? We would like to demonstrate to you what really differentiates us from the garden variety (retail broker/consultant) who just manages money and those, like us, who offer a multi - disciplinary - fully integrated - process driven approach to wealth management/wealth protection and wealth transfer planning. Wealth Management: If you would like one of my companies CFAs to review your holdings/allocations and provide subsequent recommendations/optimizations/suitability review please contact us. Wealth Protection/Wealth Transfer: As you may be aware, I have partnered successfully, for the past 18 years, with a Philadelphia trust attorney and friend who is considered, among the best in the wealth transfer/estate planning business, to manage and serve wealthy/affluent families, family offices and private - closely held businesses/corporations. His name is Peter L. Klenk, Esq. (when you see his resume - klenklaw/ - you may concur). Our normal course of action when we speak to a prospective client is to do a bit of real work---free of any charges and/or fees--- so you can kick the tires on our subsequent findings and recommendations. At this point, we ask you to complete our inventory questionnaire and to attach a copy of any trust/estate work you have completed. It will serve as the basis for our future discussions. At the end of our process you will have received a full/concise summary review of ALL findings and recommendations related to your Wealth Management, Wealth Protection and Wealth Transfer disposition. No strings:) Let me know how we can help you and your family. Please telephone or email me with any questions. Thank you. Michael J. Giongo 610-724-2461
Posted on: Tue, 29 Oct 2013 16:40:25 +0000
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