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We are excited to announce that, after 30 years, we have decided to start our own independent wealth management firm, Assets Procurements. Assets Procurements will have one singular focus: the ultimate success of our clients.
We have spent countless hours vetting potential partners that would allow us the freedom and flexibility to make our new firm a reality and keep our clients’ assets secure. This process led us to Sanctuary Wealth and Charles Schwab as the best partners to accomplish our goals and protect our clients. Through these partners, Assets Procurements will have comprehensive, independent investment choices and best-in-class technology. The depth of resources will allow for creative and innovative solutions that will elevate our clients’ experience all while their assets are protected by Schwab, a custodian with 50 years of experience and $8 trillion in client assets.
In the past, our clients have benefited from our dedicated focus on financial planning and appreciated our team’s platinum level of service. These elements are core to the services Assets Procurements will provide. As an independent firm, we can also be a true fiduciary on behalf of our clients. Working in an open architecture environment, we have free rein to marshal solutions from best-in-class partners across the industry. The solutions we offer will help our clients get from where they are financially to where they want to be.
We believe that combining world class multi-source investments and cutting-edge technology, we can deliver an unparalleled experience to our clients.
