Client Service Pledge

Our goal at Nicol Sanchez Wealth is to understand our clients’ unique goals and continually provide unbiased advice designed to help them achieve those goals.

Your input is critical to ensuring that we are able to develop and maintain a long-term strategic plan that is suitable for your unique needs. This Client Service Pledge is our commitment to ensuring we have a mutual understanding of our respective roles and responsibilities.

 

What You Can Expect From Us

Purpose

Understanding your goals, needs, risk appetite, and time horizon are key to developing a holistic wealth plan that is personalized to help you achieve your financial goals.

From family and estate, to business and retirement, we want to understand all aspects of your financial picture.

Direction

We develop a personalized plan designed to support your unique interests. Beyond investment advice, this plan integrates tax, insurance, and estate planning to ensure that all aspects of your financial needs have been addressed. We believe that holistic wealth management is critical to achieving your financial aspirations.

We implement and continuously monitor your wealth management plan. It’s important to us to stay engaged and adapt when your circumstances change.

Alignment

Our practice is built to ensure our interests are aligned with yours. We invest alongside our clients, on the same terms and costs, and provide the highest level of care and fiduciary duty. Our investment strategies are selected from a wide universe of options without bias or hidden incentive.

At Nicol Sanchez Wealth, we are committed to building relationships based on integrity and trust.

 

What We Require From You

Reasonable Financial Disclosure

A comprehensive plan requires that we work together. To ensure we develop the best possible plan, it is important that you feel comfortable disclosing all aspects of your financial situation. This allows us to explore and develop an effective investment portfolio that is appropriately customized to reflect your unique goals and objectives.

Open Communication

If your financial or life situation changes, as it inevitably will over time, let us know so that we can review your plan and provide recommendations where necessary. We also encourage you to ask questions or address any concerns you have so that you are always comfortable with your portfolio and our relationship.

Interest & Offerings

We will keep you abreast of any solutions or strategies that may benefit you. We trust that you will consider our recommendations and provide us with your feedback.

 

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