Relationship Qualification Criteria

At Nevada Family Wealth, we strive to develop and maintain meaningful long-term client/advisor relationships. To ensure that we remain able to provide client service excellence, which our clients, existing and new, deserve, we have certain requirements for new individual clients. The requirements are:

  • Prospective clients must fully disclose their entire financial situation during their Discovery Meeting so that our wealth planners can accurately assess their current financial condition. All information collected during this meeting will be held in strict confidence.
  • Married prospective clients must bring their spouse to their Discovery, Plan Design & Mutual Commitment Meetings. We do not require spouses to attend meetings AFTER becoming clients.
  • Prospective clients must have at least $500,000 of liquid assets. This requirement is waived for immediate family members of existing clients.

While we have stated minimums, we are flexible. For example, if you do not meet the liquid asset threshold but will likely meet it in the foreseeable future, we will consider waiving the liquid asset minimum. Feel free to contact us with regards to your specific situation.