With so many professionals, corporations, and even websites offering investment advice, it’s easy to get confused by the array of services, products, and plans. Prospective clients often ask us, “Where do you add value? What distinguishes you from the pack?” What follows is a brief response designed to assure you that partnering with our firm could be among the wisest decisions you ever make.

Mission Statement

At the Wealth Transition Collective our focus is to integrate our core values of respect, integrity, communication & excellence into our financial planning practice. We are driven by a single common purpose: to make a profound difference in the world by adding value to our clients lives. We work to empower the goals and dreams of everyone connected to the firm including clients, employees, industry partners and those in the community.

Core Values

Q

Respect

We treat others as we would want to be treated, period. Ruthlessness, disrespect, and arrogance do not belong here.
Q

Integrity

Honesty & Sincerity win the day. We work with clients and prospects openly. When we say we will do something, we will do it.
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Communication

We take the time to talk with one another…and to listen. We have an obligation to communicate with each other. We believe information is meant to move and that information moves people.
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Excellence

We will settle for nothing less than the absolute best in everything we do for clients. The great fun here is for all of us to discover just how good we can really be while providing a supportive culture where everyone can thrive.
Q

Respect

We treat others as we would want to be treated, period. Ruthlessness, disrespect, and arrogance do not belong here.
Q

Integrity

Honesty & Sincerity win the day. We work with clients and prospects openly. When we say we will do something, we will do it.
Q

Communication

We take the time to talk with one another…and to listen. We have an obligation to communicate with each other. We believe information is meant to move and that information moves people.
Q

Excellence

We will settle for nothing less than the absolute best in everything we do for clients. The great fun here is for all of us to discover just how good we can really be while providing a supportive culture where everyone can thrive.