|
BroadReach Capital LLC is the culmination of my 24 years in the investment industry. Throughout my years I have recognized the needs of the high net worth are dramatically different, and require a different course of investing, planning, and preservation. Using my experience, and the current investment environment, I have created a client centered, efficient, investment advisory that specializes in the wealth management of the high net worth and their families. Take a look around the site and me know if we share the same views or if you have any comments.
Thanks for stopping by, J Scott Wolter, 904-868-0031
|
|
|
|
|
|
- a
financial advisor should be an advisor, a consultant, someone who is
not driven by commissions but driven to create a financial plan and
investment model to serve your needs, not theirs.
- In a financial relationship the client comes first, always.
- You should understand how we are investing, and more importantly why.
- Downside risk management is more important than upside growth management.
- No one person can be good at everything, a team approach is the best approach.
- Experience is invaluable.
- Honesty and Integrity are becoming endangered in the financial industry.
- There is no place for an ego.
- A handshake is worth more than paper.
|
|
|
|
|
|
[12-12-2010]
|
|
|
|
|