We understand that choosing a financial advisor is an important decision and that you want to be certain that your advisor has the expertise, integrity, and follow-through to provide effective guidance throughout your life. Any advisor you consider should be prepared to address your questions about qualifications, service expectations, fees and expenses, results and any other concerns you have.
When we take on a new client, we expect to maintain a close and communicative relationship that lasts for decades. As a small, family-owned business we want to be certain that the clients we bring on board are a great match for our team – just as you want to be certain that the professional you choose is the appropriate advisor for you and your family.
Our clients are kind, disciplined and fun to be with. They are long-term, goal-oriented investors who value the ongoing guidance of an objective professional. At Botkin Family Wealth Management, we work with clients who have investable assets of $1 million or more. By limiting the number of clients we take on, we are able to fulfill our commitment to providing proactive, attentive service.