79% of business owners do not have a written plan for the future of their ownership.*
* BEI Business Owner Survey, 2019
With over 100 years of combined experience, our practice aims to excel at working with business owners, including vacation rental management (VRM) owners. At the Whichard & Woolard Wealth Management Group, we understand the sense of pride and joy that comes from seeing a dream become a reality. A family asset has been created that provides financial confidence today and if transitioned properly, can be life-changing for generations to come.
We do what we say we’ll do, we tell our clients what they need to hear (not just what they want to hear), and we acknowledge our mistakes. We also address both problems and opportunities objectively, and when we do these things, trust flows between our team and our clients.
We are committed to service in its fullest sense. Because we are keenly aware of the difference we can make in our clients’ lives, we serve them promptly and thoroughly. Service to the community is another aspect of this core value as well. We proudly donate our time, money, and experience in support of our communities and many charitable organizations.
The members of our team have a great deal of respect for one another, and we believe that helps foster personal growth in the relationships we have with our clients as well. In combining a dedication to our work with a commitment to our families, friends, and communities, we continue to foster our pursuit of excellence.
We take our individual roles and responsibilities seriously, and we strive for the best each and every day. Excellence pervades the insight and knowledge called for in our mission. The way we see it, every new opportunity or challenge serves as another chance to excel.
We play to win, first and foremost for our clients, but we also take pride in outpacing our competitors. Our team believes a competitive spirit benefits all of us – our clients, our associates, and our practice. Superior achievement helps create optimism and energy as we embrace and execute our mission.
We achieve far more as a team than we can as a collection of individuals. Our service to our clients and one another draws upon the collective strength of our team and the unification of our resources. We are happy to work with our clients’ other advisors as one team in order to move forward in today’s complex, ever-changing financial world.
Let’s Have a Conversation
Our team welcomes the opportunity to meet with you to learn more about your financial objectives, and discuss how we can serve as a resource to help you develop strategies designed to help bring your ideal investment future to the forefront. Please contact us today to schedule a no-obligation portfolio review or consultation.