Stoic Wealth Advisors

"Provide personalised, professional relationship. Quick turnaround time for communication. Providing ficuduary services. Not product focused but product agnostic. Estate Planning, Financial Planning, Investment Management. Work closely with healthcare workers. We want to make sure that our meetings are focused on the client, listening and providing gentle guidance through the process. Building the trust. They're interviewing us as well.

Consultations include us understanding the situation and making recommendations based on their level of needs. We will do a deep dive together with the client to better understand their needs.

Currently we receive more folks who have not worked with a Financial Advisor before. 80-90% do not currently have a Financial Advisor. Ages range between 18-70.

This is a big step, going with a Financial Advisor. We thank them for calling and making the leap to trust us with their financial needs.

We do not have contracts. We have consultations (to meet), then the second meeting we may have them bring their statements so that we can run the numbers and see how we can help them.

It's crucial that you have the trust in your Financial Advisor that they