Many people are surprised by our unique approach to client service. Traditionally, clients in the financial service industry are accustomed to being talked to by their financial advisor versus being listened to. How many times have you left their office not really understanding what was discussed? Are you working with a wealth manager or just another stockbroker?
At Nevada Family Wealth, our team takes pride in working with our clients to determine their exact financial situation by asking in-depth questions.
These questions lead us to discovering their hopes, dreams, desires and even their fears. We then work together to develop and implement a personalized financial plan designed to give them the best chance of achieving all of their life’s goals.