At Tomren Wealth Management, we wholeheartedly believe in the power of individual choice. After all, it was that same power that founded our firm! It is our mission to provide competent and prudent advice while delivering expert service and valuable communication to our clients. We honor fiduciary principles to act in the best interest of every client.
When you go to a financial professional with a famous Wall Street name you don't necessarily get that choice or fiduciary standard. Although many big-name firms offer quality investment products, the ones that their financial professional can offer may be chosen by people who don't know you. These firms also may impose sales quotas on the financial professional helping you. In other words, your investment choices may be limited choices and there may be hidden agendas. We don't think that's the right way to do business.
Here’s what we think is the right way to do business:
- Care for our clients in the way we’d want for ourselves. We founded Tomren Wealth Management to be the kind of place where we’d want to be clients! We’d want to be respected, informed, and heard. We believe in treating clients like people, not like portfolio balances. We don’t expect our clients to demand any less.
- Know our clients and their goals. We understand that investing is more than just a numbers game; emotions are involved. People assign different values to money and approach investing for many reasons. The so-called best investments aren’t necessarily the best for everyone. When we first get to know each other, we’ll ask you a lot of questions so that we can learn about you as a person and we’ll tailor your financial action plan accordingly. Our goal is to be just as excited as you are about your dreams and helping you achieve them.
- Empower clients to feel confident about their decisions. You don’t have to know the difference between a REIT and a UIT when you come to see us; we’re happy to explain it to you if you’re curious. If you’re not, that’s okay, too. Some clients want to take more of a hands-on role in the investment process, others want nothing to do with it. Either way our goal is to make sure you sleep easy at night and feel secure in the knowledge that your money is working effectively for you.
- Practice time-tested financial approaches. At Tomren Wealth Management we follow prudent financial principles which means always putting your best interests first. As your needs or financial picture changes we’ll work with you to adjust your course of action accordingly. We monitor your portfolio’s performance so you don’t have to worry.