Who Makes a Good EnRich Financial Partners Client
At EnRich Financial Partners, we work with discerning professionals (e.g. doctors, attorneys, professors, business owners) who understand the power of proper planning and appreciate and listen to expert advice. Just like you see a specialist in other areas of your life, at EnRich, we specialize in managing our clients' complex financial and investment lives, providing peace of mind and freedom from worry.
Our typical client seeks long-term growth that is the result of well conceived strategies that are applied over an extended planning horizon. Those seeking to quickly double their money with low priced bulletin board stocks or an initial public offering may be better served with another investment firm.
The financial world would be a wonderful place if there were reliable shortcuts to financial growth, stability, and long-term accumulation. Unfortunately, we don’t know of any. Instead, we believe in a balanced approach that diversifies risk over a variety of sound and well managed investment vehicles.
Our techniques allow time to work in your favor. Although it may not be as exciting as an intricate options trading strategy, our only concern is your long-term financial health and the peace of mind you receive from working with a truly trusted advisor.
Generally, our clients include doctors, business owners, and other professional who possess at least $250,000 in investable assets. Our clients are looking for a financial partner, one who is able and willing to help navigate the ever-changing landscape of the investment market. If you feel as though we may share some ideas and philosophies, please contact us for an initial consultation.