| |
|
ernhardt Wealth Management recognizes that providing high-quality customer service is an essential part of helping our clients to achieve their goals. With this in mind, we offer the following service commitments to each of our clients:
- We will be genuinely interested in our clients’ well-being. Their interests will always be foremost in our minds.
- We will make an exceptional effort to understand each of our client’s unique needs, values and goals before recommending any financial strategies.
- We will develop a personalized Investment Plan for each client. This plan will serve as a road map for the client’s portfolio, and will be updated over time to help the asset allocation stay true to the client’s deepest objectives.
- We will provide each client with an Investment Plan that consists of well thought out and academically sound investment strategies tailored to that client’s needs and objectives. Our advice will be prudent and appropriate, based on each client’s objectives.
- We will work closely with our clients so that they can make smart decisions about their money. While we offer guidance based on our professional expertise and our commitment to seeing that each client’s needs are met, the client holds the ultimate decision-making authority.
- We will monitor each client’s investment portfolio on a regular and systematic basis.
- We will meet our deadlines and return calls within 24 hours.
- We will maintain contact via phone and face-to-face progress meetings, with whatever level of frequency the client desires.
- We will maintain the highest standards of professional ethics and responsibility.
We also encourage our clients to let us know if we ever do not live up to their expectations in any way, so that we can immediately correct any problem and develop procedures to prevent it from occurring in the future. We consider complaints to be a gift, and always welcome the opportunity to improve our services.
|
