Call: (832) 982-0012
Why choose Churchill Wealth as your financial advisor?
It’s your money, you have worked hard for it, and you want it to work hard for you. So appointing a financial planner really is one of the most important decisions you will make in your life. You want someone who will travel the journey with you, keeping the plan on target, making sure you are receiving everything you need, and of course, helping you reach your retirement lifestyle goals.
Making this decision wisely is vital for feeling calm, peaceful and confident prepared for the future.
So why choose Churchill Wealth?
Here’s what our clients tell us.
You will know where you are going, and how the journey will unfold, for you.
It’s all about clarity and direction. When you meet with our team, we want you to talk. We want to hear about your life today, tomorrow and your dreams for the future. We want you to give us as much information as you can, so we can clearly understand where you want to be. The result of this is a specifically tailored plan based on your priorities, and your priorities alone. However, no plan is ‘set and forget’. Our financial advisors take a proactive approach, adding value at every opportunity. And when you need us, to discuss the outcome of a specific strategy, to gain further knowledge, or maybe even just to have a coffee, we are there, for you.
You will feel confident that you have made the best choice, for you.
We are not just about advice; we are about the entire relationship. Your financial advisor will always be available; they will always listen and include you, and share information with you in an uncomplicated way.
Feel confident in the quality of advice, which is second to none, as well as in knowing you have a financial partner who’s with you for the long haul.
Dealing with a privately owned business.
CW is a privately owned company and doesn’t have a parent company dictating particular products. That means that the financial adviser provides you with advice that is purely and simply, the best for you.
CW holds its own Financial Planning License and operates as a fee-for-service business. At all times, you know exactly how much you are paying for our advice, and that it is in not only your best interests but also ours, so that our clients are completely satisfied with the service they receive.
Refreshingly transparent, makes a nice change, for you.
Fees are quoted upfront and are fully transparent. Our fee-for-service rates are customised based on the financial objectives and complexity of your situation. Everyone is different so a high value investment, for example, doesn’t mean more fees for you. The only surprise you will get is the added value CW brings to your financial situation.
We want to get to know you.
We actually like making your financial position as positive for you as possible. We like seeing happy and satisfied clients, knowing that we have done our job, and done it well.
Our outstanding service is second to none, because we make it that way.
The number of clients for each financial advisor is capped, so we can maximize , keep you informed and make you feel as special as you should.