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Our Clients

Exclusive Solutions for Prudent Investors 

Next Level Investor specializes in custom wealth management solutions, providing the highest level of care and attention for clients, often anticipating needs before they arise. We pay close attention to clients’ concerns, desires and evolving preferences—and we continually integrate those details into each aspect of our service. 

Our clients progress through a systematic three-step approach focused on prudently governing investments, establishing a defined retirement plan, and then coordinating a fully integrated wealth management solution. 

Because of the care, time and expertise we provide we must be very selective about the people we choose to work with. Our goal is not to be all things to all people; rather, we aim to be all things to a few people. Before we take on any new clients, we are careful to gather enough information to ensure they pass all four of our tests.

  1. The Chemistry Test. Mutual understanding and compatibility are essential for establishing successful long- term relationships, so we must ensure our clients share our commitment to prudent process management. 
  2. The Goals Test. We want to work with clients who have achievable goals. If your goals are not achievable, we will not help you fail.  
  3. The Worth Test. We specialize in working with high-net worth clients.
  4. The Value Test. If we cannot add value to your financial situation, then there is no reason to make a change. 

Request a Complimentary Consultation

If you are interested in becoming a Next Level Investor, then personally contact us to briefly discuss your situation and schedule a complimentary consultation.  We offer in-office and virtual meetings. 

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