Schedule a Confidential Consultation
Interested in learning more? Schedule time below to see how Wedmont can optimize your wealth.
QUALIFIED CLIENTS MEET THE BELOW REQUIREMENTS:
- Maintain investments in excess of $1,000,000 which is necessary to justify our $10,000 fixed, flat fee.
- Endeavor to optimize and synchronize all aspects of their wealth - investments, cash-flow, taxes, estate planning, and more.
- Value the advice of a trusted professional and seek a long-term and collaborative relationship.
- Are frustrated by the way their wealth is currently managed, or by the fees and solutions offered by the wealth management industry at large.
WHAT TO EXPECT FROM OUR FIRST MEETING:
- Introductory conversation to learn about you and your current situation.
- Discussion of our philosophy, approach, and capabilities.
- If appropriate, we will create a customized proposal to detail - and quantify - how Wedmont would work on your behalf.