Our Ideal Client

  • Private Wealth – We work exclusively with private wealth individuals and couples. People are complicated and complex. They have a relationship with their wealth that provides an exciting opportunity for an advisor to match their values and goals to an investment and planning strategy.
  • Like-Minded Individuals – It may seem obvious but if you enjoy working with someone, the process is much easier, and the results obtained are much better. We collaborate with independent individuals and couples who are self aware and able to communicate their core values and goals.
  • Introspective – Our process allows for introspective thinking and does not demand or pressure in the moment decision making. If we are truly building trust to foster deep and long-term relationships, then we must understand that decision making may take time.
Our Wants | Investment Management | Traverse Private Wealth

Lifelong Learning & Integrity

  • Wisdom – The soundness of an action or decision regarding the application of experience, knowledge, and good judgment. That is the definition of wisdom, but that does not come without a commitment to lifelong learning.
  • Resources – We understand the power of specialization and have partnered with the leading organizations in investment research and innovative reporting to bring the best overall experience to our clients.
  • Integrity – We bring a passion and commitment to every aspect of our work. We are committed to our core values and the practice of creating deep and long-term relationships.
Our Wants | Investment Management | Traverse Private Wealth