Team Approach

In order to provide the highest level of service and unparalleled financial guidance, we assemble a multi-disciplinary team of specialists organized around each client.  Our staff of Wealth Strategists, Relationship Managers, Administration, Operations and Communications professionals, as well as the outside advisors we coordinate with, are united behind a single goal:  To help each client maintain long-term independence and financial security.

Team Approach to Client Service

 

brown-tedstrom-team-approach

Who we serve and how

Located across the United States, our clients are successful business owners, executives, professionals and Retirement Plans and institutions.  Prospective clients seek us out because they value the integration of our comprehensive wealth planning services with our independent investment advice.  Common concerns that our clients express to us are:

1.  Business Owners

  • Have trusted advisor for the “what ifs” in life
  • Tax mitigation
  • Business continuation
  • Liability issues
  • Diversification of assets/liquidity
  • Retirement plan structure
  • Partnership issues
  • Lack of time to proactively manage finances and plan for future
  • Need for professional expertise

2.  Executives

  • Have trusted advisor for the “what ifs” in life
  • Tax mitigation
  • Deferred compensation
  • Company stock diversification
  • Maximize company benefits
  • Lack of time to proactively manage finances and plan for future
  • Need for professional expertise

3.  Professionals

  • Have trusted advisor for the “what ifs” in life
  • Maximize retirement plan funding
  • Maximize cash flow
  • Retirement
  • Liability tail issues
  • Lack of time to proactively manage finances and plan for future
  • Need for professional expertise