I Have an Advisor, But…
There are many reasons that can cause someone to terminate their relationship with their financial advisor. With well over 100 combined years in this business, we have seen people come to us for an immense variety of reasons. Interestingly, a few seem to reappear again and again, like:
Poor communication & lack of follow-up from previous advisor
Lack of expertise & qualifications in an area of importance for the client
Personality is no longer a fit – chemistry between advisor and client is essential
At Rhame & Gorrell Wealth Management, our process is all about the TEAMTM – Total Estate and Asset Management. We have built a sizeable staff of qualified professionals with a wide variety of backgrounds and specializations. This means that no matter your issue, our TEAMTM is built to handle it. Our goal is transform your current concerns into effortless solutions. If you are in the process of searching for a new financial partner, we are glad you’re here. Send us a message below and our team will be in touch shortly to learn more about your situation and how our firm may be a fit for your family. We can’t wait to hear from you.