OUR OFFERING

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Everyone's lives and financial situations are unique and personal.​ After nearly 30+ years of financial services experience, I have realized that traditional wealth management needs a new approach: one that creates a true partnership between clients and their financial advisors. Our philosophy focuses on meeting clients where they need to be met and where their interests always come first—where both parties are aligned and equal partners. A dynamic in which clients are not told to do X, Y, and Z to reach their goals instead one that involves deep and meaningful discussions to both co-create and get buy-in on a vision and game plan to achieve those goals. An environment where we the advisors don't necessarily need to manage all of your money nor for clients to be told these are your management fees, take it or leave it.

 

At Full Court Strategic Wealth, we meet clients where they are, not where we think they should be. Our model is the antithesis of "follow this financial prescription or else your financial health will be at risk." Our success isn't measured by how much money we manage nor the quantity of clients we have, nor a one-size-fits-all investment model. We succeed when we are able to build long-term trusted relationships that create more than financial intimacy. The stock market will do whatever it ends up doing and we have no control over that. What we have control over is how we treat our clients, our ability to listen to their dreams and visions, and then attempting to guide and help them achieve their respective goals. Success also takes the form of attaining peace of mind around net worth and self worth maybe in feeling a sense of pride in what they have accomplished.  We seek an honest, authentic partnership with a certain type of client.  One that is fine being a big fish in a small pond, knowing they will be prioritized, held accountable, educated, and trusting our advice is being given to serve their best interests.