Webb Investments Services Ideal Client

  • Is seeking a long term trusted planning and investment consulting
    relationship with a team of seasoned professionals
  • Is interested in a high-touch, in-depth and personalized approach to planning
    for the present and the future
  • Would benefit from the coordination of other professional advisors such as CPAs and attorneys
  • Is in some type of financial transition
    ○ Divorce
    ○ Loss of a spouse or loved one
    ○ Inheritance or sudden wealth event
    ○ Retirement
    ○ Sale of a Business
  • Financial Advisor Associates: Have a minimum of 250k in investable assets
  • Senior Financial Advisor: Has a minimum of 500k in investable assets