Our Promise To You
Trust and Transparency
4 Ways We Establish Trust and Transparency
We know you depend on us. That’s why we’ve built our entire business around trust and transparency. Everyone wins when these two core values provide the foundation of wealth management.
Here are the four promises we make to establish trust and transparency with you:
WE MEASURE OUR SUCCESS BY YOU ACHIEVING YOUR GOALS.
Reaching a certain dollar amount or an arbitrary percentage return is not what makes life worth living. Our process is founded on helping you identify, work toward and achieve your life goals and dreams. All our interactions with you are driven by what you really want out of life, whether it’s to create a family or community legacy, travel the world, start a business, or start a foundation. We’re here to help you and your family uncover what money really means to you. When you’ve lived life the way you’ve always wanted, we know we’ve done our job.
EXCLUSIVE DEVOTION TO YOUR INTERESTS.
Our interests are completely and permanently aligned with yours. This is what it means to be a ‘fiduciary’ – we are legally required to put your interests first, all the time, in every decision or recommendation we make. We are also a fee-only advisor, meaning we don’t charge commissions, so we have no hidden incentive to give you anything but advice that best aligns with your interests.
TIME-TESTED, DISCIPLINED STRATEGIES THAT WORK.
A cornerstone truth we’ve learned over the years is that there are no shortcuts to building wealth. But if you stray into unnecessary or undisciplined risk, you put your financial security in greater peril. With Pillar Wealth Management, all our clients get to capitalize on the full benefits of our time-tested systems. You will be shown opportunities to increase your returns through smart strategies. We won’t recommend unproven or risky strategies or investments that don’t fit your risk profile.
We started Pillar Wealth Management to provide an alternative to conflict-of-interest-ridden discount brokers, big banks and Wall Street firms, so transparency is our hallmark. We want our clients to be educated and involved. We will always keep you fully informed about everything related to our services and your money. That includes our fees, which are simple and easy to understand.
Are we right for you?
I want an experienced team watching my money.
I want trusted advisors not commissioned salespeople.
I want a team that helps me manage life events.
I want a team that listens to my generational goals.
I want transparent cost-effective fees with no surprise bills.
I want to take advantage of smart tax strategies.
I want the checks and balances that experience brings.
I want to understand and participate in my financial strategy.