How to become a client

 

At Krieger Wealth Management, we employ a structured approach to the management of our clients wealth.

Most prospective clients come to us at a transition point in their lives. You may be looking to retire, have lost a spouse, received an inheritance, sold a home, or have outgrown your current financial institution.

 

Initial Meeting

The initial meeting we have with you is a simple ‘get to know you’ meeting. We will ask you about your family, current financial situation, your goals and dreams. We will tell you about our business, how we help clients, and what you can expect. We will normally go through a detailed questionnaire with you. We encourage you to bring your own questions, and any financial information you think may be relevant.

 

Engagement Meeting

At our next meeting, we will usually start with a financial plan or projections, and an initial investment proposal. Our proposals and investment recommendations are always unique to you, your personal goals, and risk tolerance. We have access to a wide range of financial instruments, such as stocks, ETFs, mutual funds, bonds, preferred shares, alternative investments, and much more. All necessary paperwork related to your accounts is generated and signed by you. The information you have provided is kept securely and held confidentially.

 

Monitoring and Review

After the initial setup, we will meet with you on a regular basis to review your accounts and make any necessary changes. If anything should need to be addressed immediately, we will call you right away, rather than waiting for the next meeting.

We strive to help you achieve your goals through continuous evaluation of your financial situation and portfolio. The entire process is dynamic, and your feedback is encouraged. This is how we accomplish our goal of earning your trust, which we believe is paramount to your success as a client. We are always a quick phone call or email away, for any questions or financial advice.

 

 

If you are interested in finding out more, please call, email, or click to book an appointment.

https://outlook.office365.com/owa/calendar/WebsiteBookings1@wealthadviceservice.onmicrosoft.com/bookings/s/imKndupiz0GD8lj3Vq9KWw2