Investment Management
for Individuals and Families
What's important to you about money?
We believe every investor needs an investment plan with a clear focus on long-term investment objectives. We develop and manage financial plans, based on what is truly important to our clients, so that their investments are directed to acheiving their goals in life, leaving them free to spend time on what is important to them.
What kind of clients are we looking for?
We serve a select group of clients who are receptive to a true investment and wealth management relationship. The clients we are looking for:
- Are serious about an investment plan and long-term success
- Are receptive to a professional relationship
- Want to spend more time on the things that are truly important to them
- Have substantial investable assets, generally $1 million or more.
What's next?
The first step in exploring whether we are the right firm for you and you are the right client for us is to schedule what we refer to as a “discovery meeting.” During this meeting, we will learn about you as a person, your financial situation, goals and objectives, and you will learn about our process for managing investments.
Contact Goodloe White to schedule a discovery meeting.
