Our approach is simple. We want to get to know you in order to help you make the best decisions possible. As a firm, our focus is to understand your goals and develop a plan to pursue them.
Rather than leading or pushing you along your unique journey, we will instead accompany you, ensuring you are surrounded with the knowledgeable specialists on our team and utilizing the appropriate services in which we specialize.
Because there are many factors that may change in your situation or in the world around us, it is important to monitor the ongoing progress towards your goals and adjust as needed. Life happens – good, bad, and especially unexpected. We are committed to helping you navigate those life events and making the appropriate adjustments as needed.
At Flatwater Wealth, our goal is to walk side-by-side with you through your plan. We want to inspire you to make the appropriate decisions for your financial future.
What makes us different?
We meet clients where they are, financially and physically. While many firms employ a minimum investment amount for clients to work with them, we do not. We believe that wealth gets built with saving the 1st dollar, and therefore, everyone deserves sound, financial advice regardless of their current wealth. In a white-collar industry, we are a blue-collar team.
Our partners and wealth advisors will also meet you where you are physically. While we certainly enjoy hosting those clients that can come in to our office, we also enjoy being able to meet clients around their kitchen table or over a cup of coffee. Holding offsite meetings is commonplace for us, as we consider this just another component of our client service to you.
Regardless of who you are or where you are, our team also provides niche specialization to best serve you. While you will have a main contact who will be your servicing advisor, our approach is to leverage the strengths of all the individuals on our team, ultimately providing you a team to work with, as opposed to just one individual.