Establishing a Successful Relationship

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As a client of the Stutzmann-Moore Wealth Management Group, you have taken a step in the direction of planning for your financial future. We believe each of our clients benefits from our deep understanding of what clients want and need. We appreciate your personal beliefs and values.

By working together, our goals-based process helps us to develop a structured plan designed around what is important to you. You can trust that we always seek to understand what is most important in your life.

As a Stutzmann-Moore Wealth Management Group client, your interests will be put first and you will always be treated with respect, honesty, and dignity. We will strive to acquire a complete and accurate understanding of your goals, your life situation, your tolerance for investment risk and your time horizon. Additionally, you will grow accustomed to our team:
  • Being dedicated in our efforts
  • Responsibly performing all requested services
  • Engaging with you in interactive dialogue, as our style of communication is one of “candor without malice”
  • Being available when you need us
  • Explaining the implications of the strategies we propose
  • Updating you in person, by email, mail, and/or phone
  • Regularly updating your plan with you
Effective communication and mutual respect are also essential to a successful relationship, so we expect:
  • Trust
  • Complete disclosure
  • Respect
  • Sincerity
  • Honesty
  • Commitment
We want you to understand that our recommendations are always based on your best interest. As a client, you should know that all our advice will be based on the information you provide us. We encourage you to participate enthusiastically in the investment planning process. Your involvement is important, such as updating us as changes occur in your life.

Additionally, working together is essential to effective investment planning. To this end, we will:
  • Be honest and forthcoming about your financial situation
  • Agree to keep each other informed of any new developments that may affect these strategies
  • Engage in meaningful dialogue regarding how you define your financial goals
  • Agree to take the time to regularly review your overall plan