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Quelle est le slogan de votre entreprise?
keeping you on track
Parlez-nous de vous et des personnes que vous souhaitez cibler
help people make work optional; allow them to maintain their lifestyle beyond their working years. ---close to or already retired.
Solid Wealth Company and Dirk Wall specialize in taking some complicated and hard decisions and make them simpler to reduce stress and worry. By constantly learning and working with other professionals as a team to benefit our clients.
Our ideal client is a married couple or single person, in their late 50’s to mid 70’s. Regardless of age, they are always ‘’young at heart” and live active lifestyles.
They are passionate about travel, helping others, and making their community better.
They are high-level professionals or business owners who are first generation, self-made millionaires. They have worked hard, saved well, and value professional advice.
They are not major risk-takers, but understand they need more than just guaranteed income. They have better than average financial acumen but are very modest in their abilities to manage their own money.
They do not micromanage, but rather delegate so they can focus their attention on people, local and global issues, and hobbies that are of core interest to them.
They expect us to focus on managing their investment assets and to be proficient in tax and legal matters. They do not expect us to do everything financially, but rather coordinate with other professionals with whom they have relationships.
At our meetings we talk about their lives, families, travels, and their money. They want to know that we are carefully watching over their assets and discretionarily making smart decisions so they do not have to.
Their primary financial motivation is to ensure what they worked hard for is managed with care and that they will always be financially secure to live their life without concern.
Their secondary financial motivation is to ensure the people they care for and organizations they support are the benefactors of what they leave on this earth – and NOT the government
De quelle industrie votre entreprise est-elle la plus proche?
Comptabilité et finance
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