“Change the Paradigm” is an oft used – some might say over used – expression, but in looking at the relationship between people and their money, and between advisors and their employers, this expression speaks directly to our mission.
For most of us, home is our refuge. Loving homes with supportive friends have built a community of trust. It is where our family is and where we are comfortable and can relax.
We like that environment, and while we can never replicate all the circumstances that make home and family special, we have built a community of trust with our colleagues and our clients.
The dictionary defines “Community” as a feeling of fellowship with others, as a result of sharing common attitudes, interests and goals.” That’s a good start, but we think our community is more than that.
Trust is a word that is used frequently in the Investment Advisory world and earning a client’s trust is a common theme. But as with “community,” we think it is necessary to go beyond earning a client’s trust.
Caring about our people – our clients and our colleagues – is the bedrock of our firm. Because we care, we enjoy our work. We have fun. It is a pleasant and enjoyable atmosphere, and this culture exists hand in glove with the reason we exist – to help our clients manage their wealth to achieve their life goals.
If this environment appeals to you, we probably have a lot more in common and we’d like to have a conversation with you.
- A client is the most important person in the office.
- A client is not an interruption of our work, but the purpose of it.
- We are not doing you a favor by serving you, you’re doing us a favor by letting us.
- A client is a person who brings us their wants. It is our responsibility to help them handle their investment needs.
We treat our advisors just like they are clients – with kid gloves. Typically, advisors who are with a large Broker Dealer work in a highly competitive, sales driven environment. The pressure is always on to increase the size of your book and the amount of your production. We’re not like that.
At Heritage Wealth Management Group, the only pressure is to make sure client needs and desires ALWAYS come first. If an investment idea or strategy is not clearly in the best interest of the client, don’t waste one more second of time on it.