400 Lake Street,
We take great pride in how we interact with our clients. We realize you have busy schedules; be it work, family, travel or just life in general. We believe that it is up to us to respect that schedule. We stay in touch in the periphery in ways that are convenient for you. Rest assured though, we will connect with you for an annual ‘financial’ review.
You will receive a consolidated monthly statement mailed to you from LPL Financial. The statement details accounts that G/R Wealth Management Group manages on your behalf. If you prefer to go paperless and receive this statement electronically instead,
Each January you will receive a performance report mailed to you from HighPoint Planning Partners. It reports on all advisory accounts managed by G/R Wealth Management Group on your behalf. If you prefer to go paperless and receive this statement electronically instead,
During our first year of engagement, we meet with you between three to four times. This is to help ensure that we design a tailored strategy to make your personal finances less complicated and works better for you. Annual or semi-annual one-hour meetings will be scheduled there after where we meet with you for a comprehensive review of your financial plan and goals.
Periodically G/R Wealth Management Group hosts exclusive client events. These events include seminars, conference calls, town hall meetings, a community meet-and-greet and more. We may even surprise you with an invite to a smaller, more private gathering.
Since many of our clients live in the Chicago area or around Florida, there is a good chance we bump into each other. These random encounters whether at the grocery store, home improvement store, theater, or coffee shop are always great fun for us because we love meeting your family and friends. Rest assured, we will never reveal anything about our relationship unless initiated by you. Honoring our confidential relationship with you is something we take very seriously.