“Strive not to be a success, but rather to be of value.”
–Albert Einstein
The Bass Foley Group offers a concierge service model to help to streamline the financial complexities of life. The team is dedicated, responsive and focused on efforts to provide an exceptional client service experience. As loyal advocates of clients’ wealth, The Bass Foley Group upholds a client-first service philosophy.
Concierge service standards include:
Knowing clients as a person and as a family
By taking the time to build strong relationships with all family members and engaging in direct conversations, the team gets at what really matters most. The team acts as loyal stewards of each family’s wealth.
Embracing a proactive approach to wealth management
Drawing on years of experience and focusing on complex planning issues, The Bass Foley Group proactively recommends solutions, so families are prepared for each key milestone throughout life.
Advocating for financial success
As family wealth needs evolve and decisions need to be made, the team evaluates the options available and helps clients understand the financial impact of each choice, so they are positioned to make the best decisions for their family.