We provide a fairly unique approach to our minimum account size.
Although we came from financial institutions that reserved their top drawer investment services for very high net worth clients, we care more about creating solid professional relationships than about creating barriers to our premium financial services.
We recognize the importance of getting an early start with professional money management in order to achieve your long-term goals. While our average account size remains quite high, we are proud to say that many of our high net worth clients got there with our help!
We will provide flexibilty regarding account size for clients committed to:
- Working with us to meet their long-term financial objectives
- Investing in our “pension-style” portfolio approach
- Staying the course to achieve their goals
We pride ourselves in maintaining exceptional service for all of our clients while providing access to all our services. If you feel we may be a good fit for you, please contact us for more information about our financial consultation and our “pension-style” portfolios.
Your CommonWealth Team
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