About Our brand foundation
Realize Your Wealth™
We want you to be wealthy in terms of your portfolio, money and net worth. We also want you to feel wealthy – in the sense that you have peace of mind, freedom from worry, good health, the ability to spend time with family and friends and enjoy your retirement and overall, live the good life.
Aretec Wealth: The brand
Our brand foundation is our guiding light and north star, the basis of everything we do – and your way of measuring us across every aspect of your experience.
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Core purpose
Why we exist
We help you realize your wealth.
Vision
Where we are going, and how we’ll know we’re there
To be the best advisors we can possibly be for our clients.
Mission
What we do every day to get there
Lead ourselves, lead our team, lead our clients and always get better.
Position
How we are different
As independent advisors, we want the best for you when it comes to your money and your life.
We have a relentless commitment to:
- Your portfolio
- Risk management and bottom-line results
- Your financial, retirement and wealth plan
- Wealth planning strategies and a family office approach
- Your client experience
- The advisory relationship
- Realizing your wealth
character – our voice
How we act and look
Our beliefs
What we believe
- We want the best outcome for our clients, so we have to do things differently with our portfolios, our planning and as advisors.
- Everyone has high inherent potential for themselves and their wealth.
- Your money is very important. Your health and your family are more important.
- Our clients deserve help in accomplishing things they didn’t think were possible.
- People are looking for a secure feeling about their money and life. We are in the business of giving you that feeling. We want you to be wealthy, but we also want you to feel wealthy.
- We don’t believe in a “good enough” mentality. Is that how you want to live your life? Good enough, or the best it can be?
- Our clients deserve an experience that can’t be replicated anywhere else.
- None of us can succeed alone, but we can by collaborating and partnering with others.
- The advisor of the future will be an educator, coach and leader.
- The right advisor will create the right plan, build the right portfolio for you, help you achieve your financial goals and realize your wealth.