Working With Us
After working with clients for more than two decades, we have found that understanding expectations of both the client and advisor is key to developing a successful working relationship.
What You Can Expect From Us
As a client of Domari Wealth, our goal is to:
- Treat you with respect, honesty and dignity
- Act as your advisor, putting your interests first
- Acquire a complete and accurate understanding of your goals, your tolerance for investment risk and your time frame
- Explain the implications of the strategies we propose
- Keep you regularly updated by email, phone and in person
- Meet with you regularly to review your Financial Strategy Action Plan
What Is Expected of You, the Client
While we eagerly take on the task of managing your wealth, effective communication and mutual respect are essential to a successful partnership. So we expect from our clients:
- Complete Disclosure
Our focus is to base our recommendations with your best interests in mind. As our client, all investment, estate and insurance advice we deliver is based on information you provide us. Our clients enthusiastically participate in the investment planning process.
Working closely together is essential to effective investment planning. We will agree to keep each other informed of new developments that might affect these strategies. We will regularly review your Financial Strategy Action Plan.
If this is the type of relationship you have been searching for with a Financial Advisor, please contact us today to schedule a meeting so we can learn how we can best serve you. You can also call us at 888-550-2080