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PERSONAL ATTENTION
While many wealth management firms define client communication as providing generic quarterly letters summarizing market events, Newman Schimel believes that there is nothing more important than face-to-face meetings with our clients. These meetings may take place at our office, the client’s home, or lunch at a client’s favorite restaurant. The goal of each meeting is to listen to our client, address anything that might be on the client’s mind, and to review and update the client’s customized investment plan to account for life changes.
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