A Higher Standard of Wealth Management

Means Wealth Management is a proudly independent firm that goes above and beyond to serve our clients. Grounded in a fiduciary duty to protect your best interests, we craft holistic solutions tailored to your goals while providing a higher standard of personal service.

What makes Means different?

Means Wealth Management sets itself apart in several ways. First and most important is our reputation and long-standing history. As a third-generation, family-owned organization, we are not beholden to shareholders or a large parent institution.  We have completely removed any conflict of interest and always put our clients’ needs above our own. Simply put, we answer to our clients, not shareholders.

Means Wealth also employs a unique, diverse advisory and support team. With experience managing wealth strategies from simple asset allocation design to the most complex financial plan, Means Wealth Management has a team member with the knowledge to help you meet financial challenges head-on.

How do I know you will act in my best interest and not yours?

As a Registered Investment Advisor, Federal law requires Means Wealth Management to be held to a Fiduciary Standard. This means that we have a responsibility to act in good faith and always in our clients’ best interests.

We must be loyal, use reasonable care, disclose any conflict of interest, and fully set forth our compensation. Fees based upon the assets under management of client accounts rather than transaction-based fees ensures that your goals are aligned with ours.

Honest vs. Transparent

There is a big difference between an honest advisor and a transparent advisor.

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Our Approach

Your financial path is one of a kind. At Means Wealth Management, we understand it’s not just your savings. It’s your lifestyle, your aspirations, your peace of mind, and your legacy.

You deserve a financial plan that’s suited to you and your goals. That’s why we pride ourselves on a highly personalized process built on in-depth conversations and patient guidance.

Discovery

We begin with a friendly conversation, exploring the details of your current financial picture and your long-term objectives. Beyond your investments, we’ll discuss your retirement plans, liabilities, and philanthropic interests. We’ll lead you through simple exercises to determine your risk profile, but more than anything, we’ll be listening carefully to understand your needs, concerns, and goals.

Analysis

With your goals in mind, we’ll dive deep into your current financial circumstances, taking a holistic view of the situation and identifying any obvious problems. Our advisors will gain a complete understanding of your financial life before beginning to map out feasible, sustainable paths towards your goals.

Development

From there, we’ll construct comprehensive strategies tailored to your risk tolerance, time horizon, and aspirations. Together, we’ll collaborate and discuss how you feel, offering varied approaches coupled with our frank advice. As an independent firm, we hold ourselves to the highest fiduciary standard, which means we always act in your best financial interest, not our own. Our advisors’ guidance is unbiased and honest.

Execution

Once we’ve all agreed on a prudent strategy, we’ll work to implement it over time. If your plan involves outside professionals, like an estate attorney or accountant, we’ll collaborate with them to execute your moves in the most optimal, efficient way possible. At every stage, you receive updates on how things are progressing and the next steps.

Refinement

After your new plan is fully implemented, we’ll continue to look after your interests. Our advisors will regularly check-in, reviewing any changes in the market, your objectives, and your financial situation. We’ll reassess and refine your plan to keep you on track to achieve your dreams.

Learn More & Get Started

Contact us to speak with our staff today. There’s no obligation and no pressure, just honest advice, genuine care, and outstanding service.