Have you ever been with someone who is checking email, taking phone calls, texting and being interrupted for questions and answers when you’re trying to have a conversation with them? It’s frustrating isn’t it? You feel like your time is unimportant and you’re not valued by the person you are meeting with, doesn’t it?
True Private Wealth Management, we have made a pledge and commitment to you.
- When you call our office, your call will be answered by a real, live human being. (We dislike voicemail as much as you do!)
- We will greet you by name when you arrive at our office.
- We will schedule call back times with you to eliminate “phone tag”
- When you meet with anyone in our office, they will remain focused on working with you on the issue at hand; whether it’s service related, a retirement income plan, or a new investment idea.
- We will have a wide assortment of hot and cold beverages on hand for you to enjoy.
- If you must leave a message or send an email before 3:00 on any business day, we will get back to you that day. After 3:00 we will do our best to get back with you the same day, but some days we will get back to you by noon of the following day.
- When you become a client, True has developed a step-by-step process to make your transition as smooth and easy as possible.
- As a client, we work with you to create your customized review schedule; whether by phone or in person.