What Matters to Our Clients?
Over the past 30 years as a private wealth manager, we have found that communication, access, transparency, flexibility, honesty, education, planning, service, and results are all very important to meeting client's needs.
These eight areas are where we have
seen most advisors fail their clients. In order to produce a committed client experience we have implemented the following goals:
By committing to building a team of professionals with these qualities our clients and Linden Thomas & Company become a winning team.