Solutions
Hi. I’m Jay Hutchins, President of The Wealth Conservatory. Before you delve into some of the specific areas of wealth consulting discussed on our Solutions page, I’d like to share with you how you can work with us and why people find our approach so comfortable and appealing.
Turning your money over on blind faith to a brokerage firm, bank, or investment advisor who’s solely interested in bringing your money under their management can be a risky and a scary proposition. By the time you realize you’ve made a mistake, all your investments have been moved to their firm and invested in their strategies. We think we offer you a better way.
You already know you can’t deploy an investment strategy without first having created one within the context of your overall wealth management plan. So, why not start there before making any long-term commitment?
I encourage you to engage us for a stand-alone, fee-based wealth consulting project without any obligation to enter into a long-term relationship. Doing so will enable you to solve your most pressing financial issues with the aid of competent, seasoned wealth consultants who do actual wealth consulting day in and day out. It gives you an opportunity to gage our capabilities, and for both you and for us to measure how well we ‘fit’ your needs and personality.
Most investment advisors claim expertise in wealth consulting, but refuse to provide wealth consulting services on a stand-alone basis. We believe this speaks volumes as to where their true interests lie, and as to their level of competence.
Once we’ve completed your wealth consulting project, you have the option of implementing it on your own, or of engaging us in a long-term relationship that encompasses everything you read about on our Solutions page and much more. And, by the way, while most of our members do take advantage of our investment skills and resources, you’re not required to do so in order to take advantage of all the other benefits of membership. You can keep your investments anywhere you like, managed by anyone you wish.
There’s no question that turning money over to someone on blind faith without first having had the opportunity to measure their competence and how comfortable you are with them is a risky and scary proposition at best. So, I invite you to take us for a test drive with a wealth consulting project that addresses your most pressing concerns. Then, if you’re looking for a long-term relationship, you’ll be able to enter into one with confidence that you are making the right decision.