We understand that you have many choices to make regarding your wealth and financial future. We strive to understand completely what is important to you about money. Money can relate to self, family& friends, or society in general. You could be looking for greater peace of mind, freedom of choice or security for yourself. You may need to support your family, give a good start to your children or provide guidance for future generations. It could be vitaly important to you to feel at peace with yourself by providing a lasting legacy that will make a difference in the world you leave behind.
With this in mind why not take the time to answer these 3 simple questions:
- Thinking about your future, does it seem more likey that you will outlive your wealth or your wealth will outlive you?
- Are you perfectly happy with the way that you organize, plan and manage your wealth and family finances?
- Are you perfectly happy with the financial advice you have received so far?
If you answered no to any of these questions or you aren't sure, then why not request a second opinion from us?
We all face challenges. What really matters is how we deal with them. You may have concerns about funding your current lifestyle or making sure your wealth will last your lifetime. Taxes are always a challange. Can I retire? Should I retire? How much is enough? Where do I start?
The complexity of your financial situation may seem overwhelming. We can help.
Clients of Armstrong Private Wealth Management share some admirable characteristics. They are willing and able to take advice and value long term relationships built around trust and understanding. They have accumulated significant wealth and/or have high income. They have an optomistic outlook on life and are keen to delgate to free their time. They are prepared to pay reasonable fees for advice and service. And most importantly they appreciate that choices are rarely black and white
Does Size Really Matter?
Our suggested portfolio size is $250K, but there is no formal minimum portfolio size and many exceptions do apply. If all parties mutually agree that together we are a good fit then the size of your portfolio is irrelavant. Please do not hesitate to contact us if you are close to our suggested portfolio size or see the potential to get there in the near future.
If you are interested in becoming a client, please contact us for a free, no obligation initial consultation. We'll put the coffee on.