One thing you'll notice about our firm is that we're friendly, down-to-earth, good listeners, and WE CARE. We treat our clients like family and hope you will sense this the minute you walk through our door! We care deeply about your success and work diligently to help you achieve it. We’ll continually review your total financial picture and portfolio in relation to your objectives and goals and an ever-changing financial environment.
When we first get to know each other, we'll ask you a lot of questions so that we can learn about you as a person, and we'll customize your investments accordingly. We want to be just as excited about your dreams as you are! Once we complete the initial process of setting up your accounts, we'll closely monitor your investments along with your total financial picture and meet regularly with you to make sure your objectives, risk level, and long-term goals reflect your current portfolio.
Because we work so closely with you, we tend to think of our clients as “family.” So don't be surprised if you ever get a phone call from us just to say hi and ask how things are going.
We want to offer an environment where you can feel confident knowing:
- You can expect prompt replies from us to your directions or inquiries.
- Your money is working relentlessly toward your goals.
- Your wishes and opinions will be respected.
- Your needs are taken into account.
- Your investments are recommended because they are best for you.
- You have access to independent research and information to help you make informed decisions.
Wealth Management Strategies' mission is to develop a productive relationship that has always focused on honesty, integrity, and excellent service in the pursuit of your financial goals and objectives. Founder Jearl Meeks's vision was to create the type of firm he thought was needed in this day and age of extreme market volatility and uncertainty. His goal was to hire great people who share his outlook, to help investors feel comfortable seeking help with their retirement goals, and to assist them in a knowledgeable, courteous, and professional manner.
The individuals of Wealth Management Strategies partner with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer, to offer fee-based wealth management and advisory services. Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation's largest privately held Registered Investment Adviser-independent broker/dealer, with headquarters in Waltham, Massachusetts, and San Diego, California. The firm supports approximately 1,800 independent financial advisors nationwide. The alliance with Commonwealth ensures that clients receive a wide variety of portfolio management and financial planning choices to complement their personal goals and objectives. For more information, please visit www.commonwealth.com.