Our clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs, whenever they arise. All benefit from our ability to strategically integrate their multifaceted goals into a synchronized plan.
Paul and his wife became clients of Davies & Mahnke Private Wealth Management after having difficulty finding an advisor with the experience to build a plan that modeled a very complex professional compensation package in a way that helped them clarify their ability to meet their lifestyle goals. They were looking for peace of mind as Paul quickly approached retirement.
Our advisor(s) clearly understand what is involved in preparing a proper financial plan and in particular, were able to understand and model some peculiar situations related to income received through my business. In addition, their responsiveness, completeness and accuracy of information has met or exceeded my high expectations.
With me at the point of retiring and my employment income coming to an end, I'm sure it can be a scary time for many people at this point in their lives, however, with Neil and Matt having prepared a very thorough financial plan for us with a conservative set of assumptions and spent much time going through it with us and discussing it with us, we are very confident and comfortable as we now move into retirement.