12-4-1 Commitment

Our Service Commitment

While a great deal of time and focused thought goes into the development of a customized wealth and risk management strategy prior to becoming a client, the real work beings once an account is opened.

We adhere to a concierge service pledge we call the "12-4-1" Commitment to Clients that is our disciplined communications and service policy.

Founders Wealth Management

A minimum of twelve monthly discussions reviewing your account, market conditions, and addressing any changes of your goals, obligations, and needs.

4 quarterly formal reviews evaluating strategies, risk management and your personal objectives.

No fewer than annual face-to-face meeting for in-depth reviews and coordination of all aspects of your wealth management plan.

Founders Wealth Management