What an incredible and challenging year it has been. From COVID, to the almost complete shutdown of the global economy, to some of the strangest and (some would say) disconnected markets in history, it’s clear to many that we are living through unprecedented times. I believe in the months and years ahead, we will finally see the true test that will distinguish the good from the great. The leaders, from the followers.

• Freedom to Re-Build the Machine
• What’s Changing versus Not

• Freedom to Re-Build the Machine

  In some respects, WeigelFAM is merely an extension of the meaning and purpose that has driven me throughout my career. That life mission is and has simply been to strive to be of exceptional value to all of my clients. To those who have ever heard me speak about my career, the Fiduciary Standard is not a new concept. Yet it is only now that I’ve been given the freedom to re-build the machine with my culture, my enthusiasm and my depth of analytical processes from every fundamental input of the practice.

  The three pillars, seen first when reaching our landing page of our website, stand for competency, integrity and work-ethic. Values we’ve prioritized and stress tested in the selection of all strategic partners and outside resources, now horizontally integrated and on a competitive (not captive audience) basis.

• What’s Changing versus Not

  What’s NOT changing about the Practice:

  Continuity

  • Utilization of the same comprehensive financial planning foundation of the practice.
  • The very same In-depth fundamental research and analysis processes.
  • Enhanced forward thinking from the freedom of independence.
  • The very same unconventional blend of strategies to align with an unconventional world

  Comfort

  • From the lack concern - “is this good for me or good for the bank?”
  • From the Fiduciary mandate now required on all (not part) of our services.
  • From the legally required transparency of all fees and disclosures of even the slightest potential conflicts of interest.

  Competency

  • Born from the never-ending passion for refinement of all processes.
  • Substantiated by some of the highest credentials in the industry
  • Verifiable from the enhanced reporting, oversight and supervision

  What’s NOT changing about the Practice:

  Bottom line –

  • Lower total costs
  • Greater efficiencies and
  • Enhanced services and support.