Building Value with a Wealth Management CEO’s Personal Statement

Having come from a ‘Finance Family’ myself, it was wonderful to connect with this client and learn about his wealth management program. While he had a rough draft created about his experience, he needed help with verbal storytelling and imagery, proofreading and word count.

The quality of this document was imperative to grow his business, as it would be the first piece of content he would share with referred clients. He makes six figures for his team off of every client’s wealth he manages, so getting this statement done right was essential. As a freelance creative writer, I am far from a large private wealth manager but succeeded in capturing his tone, vision and perspective. I am proud of the praise he bestowed upon me once reading the revised statement, and look forward to partnering together on future content.

My name is [name redacted] and I am the CEO of [company redacted] . I proudly lead a team comprised of all-star technical experts who collaborate for our hand-selected group of clients. My main objective is simple: hire a holistic team that encompasses the multifaceted goal of wealth management ⁠— and let them do their brilliant work. 

Raised in a small midwestern town by two hard-working parents, I was instilled with the values of diligence and integrity that they modeled. My mother was a successful small business owner, and my father ran his own private practice as an attorney. Watching each grow their respective businesses brought me a great sense of pride and inspiration from their clientele who looked to them for advice and counsel. While I wasn’t sure exactly the direction in which I wanted to take my career at the time, the importance of serving others was my true north.

This type of inspiration is essential when growing up in a small town, where the most exciting things to do was attend our high school’s football game. With limited exposure to the outside world, I yearned to take the values of my upbringing and challenge myself to make my mark in the world. With my high school diploma in hand and a packed car with all of my belongings, I embarked on a new chapter and headed west, beginning my college career at Arizona State University. It was there that I found my first love — Arizona.

The wide outdoors invited me in with endless mountains, canyons and deserts to explore; the weather moved me with each passing cloud. But it was the people, an inviting melting pot, with flavors and inspirations imported across the country. It wasn’t exactly as laid back as the west coast, less hardened than the east coast, and not as familiar as the Midwest. The mosaic of culture that felt just right, and a bit of all parts of the country, collectively, quickly felt like home. 

I arrived at ASU confident that I would pursue pre-law and political science and secured the coveted internship as a senator’s aide to the Honorable Dennis DeConcini. Although I enjoyed serving for him and the government while in school, I discovered that law, nor politics, was the path destined for me. I discovered a book while perusing my campus library: Values-Based Selling by Bill Bachrach. I devoured the book, fascinated by each page about the importance of building high-trust client relationships. Charged with inspiration, I decided to follow a road less traveled, certainly diverting from the path that I had laid for myself. I embarked out to discover what was important to people and how to help them make smart choices about their money was the direction for me.

I began building a traditional wealth management practice in 1993, boasting more than 200 clients, which I transformed into a seven-figure business. I had found success, yet found my attention spread too thin to deliver the absolute potential for each account I oversaw. The fire that ignited my passion for wealth management ultimately left me burned out, and knew I had to pivot to a more sustainable model. I believe longevity is a pinnacle of money management; short-term earnings pale in comparison to long term wealth, growth and financial security.

With 26 years of wealth management under my belt, I sold my business and embarked on my next adventure. Although I had amassed far more than the high school degree, tee-shirts and posters that filled my first car when I embarked for Arizona, I prepared for my new venture with the passion and values rooted in my Midwestern upbringing. Now armed with decades of lessons, experience, and confidence in my path that were beyond my younger self’s wildest imagination, and most importantly, the support of my incredible wife and three wonderful children, I was ready with a new, radical idea. I retained a select handful of carefully selected clients, intimate by design, impassioned to help overachiever families achieve their goals. 

My family sold our business after 26 years and created the [name redacted] Family Foundation to give back to those less fortunate. Its mission is to improve the quality of lives in our community. Anyone can earn money, there is more fortitude in using it toward enriching the lives of those around you; both those in your inner circle, and those struggling to create their own. Financial success is important, but passing the values of diligence, integrity and care for our community onto my children is my most valuable accomplishment.

The impact of our work on our clients is that they experience living their life more on purpose, centered on stronger relationships with those they care about, building memories, family and marital harmony, confidence about their future for their desired standard of living. While money is means to an end for the lifestyle you strive to obtain, it should be spent living that life, not fixated on the state of your hard-earned wealth. 

Our clients understand the importance of focusing their energy on being more present in their lives, passions and achieve their goals and invest in more important priorities including health, time, family and relationships. In today’s world, money can buy almost anything, except a day that lasts more than 24 hours. In the finite window of each day, we help our clients prioritize what brings them joy, rather than fixating on the status of their wealth. 

Our philosophy is not one that fits all. We know that no family, or business, are identical. We tailor strategies to each client’s portfolio, goals and priorities. We take pride in a custom approach, which is why all of our clients are organic and referral based. Instead of advertising, we exclusively invest our time and energy into each family’s finances we’ve been entrusted to oversee. Our comprehensive, goal-oriented financial services philosophy is rooted in delivering on the service for our clients. The only acceptable way for our team to operate is to consistently over-deliver and impress the clients, which is how we become trusted and irreplaceable in their lives, and only work with families with whom these values resonate. 

We measure our success based on how clients achieve their goals. When they tell us about the incredible experiences on their latest family trip is humbling for me. I am proud because they did it — they found their purpose and followed through. We help our clients live their ideal life and help them build it, starting with a series of tools to help them identify their most closely held values and important goals. All meetings include both spouses and are centered around being on track to achieve goals, rather than drone on through a boring meeting about the stock market or economy, which we can all agree we don’t have omnipotent control over. 

We focus on what we can control and hold our clients to their goals, working tirelessly to create an extraordinary experience for them — the only standard we allow. The [company redacted] ensures you have the highest probability of achieving your long-term desires.

The biggest challenges for most of our families is relationships. Money can ensure a family’s financial buoyancy throughout life, but it is the relationships that will keep you afloat amongst life’s choppiest waves. Family wealth is often emotionally charged and sensitive. Wealth can often bring more stress than happiness, and we’ve built our business and community on facilitating healthy discussion with family, so wealth, values and family can intersect and thrive. We help you realize what is invaluable, and often intangible, that will give you the tools to live a life more robust than any account. These discussions crate positive outcomes and solutions to transfer wealth and values to the next generation. 

I will lead our business forward by concentrating my team of expert’s collective energy and into supporting our clients to achieve their goals and protect them from blind spots along the way. You have to be successful financially to be a fit for us, but we have the experience to secure your financial house in perfect order.  You’ve worked hard to earn your life savings, so if you’re ready to ensure the fruits of your labor last throughout your whole life and contribute to your family’s bond and legacy, we are here to help. 

Warm regards,

[name redacted]

CEO, [company redacted]

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