Wayne von Borstel Company Profile

Values Great investments, measured in numbers, are just the starting point. The real significance of financial wealth is measured by “the opportunities it creates and the good it can do,” rather than just its face value. Think about that: Is your wealth doing all it could be for you and your future? Part of our role is helping you discover your greater meaning of wealth and then aligning your financial plan and investments to fulfill it. We take an active, professional coaching role in clarifying and defining your dreams and aspirations. Far beyond simply investing your money, we’ll help you realize a true sense of accomplishment in life. Your Values. Guiding you through the process of discovering your values and aligning them with your vision and your wealth helps give you tremendous confidence about your future. Our goal is to bring as much of ourselves to the table as we ask of our clients. In that spirit, we would like to share with you why we do what we do and our core commitments to our clients. Our Values. Our passion to serve our clients each day stems from the core belief that “Financial Success Means More than Just Great Investments.” Our life experience and study of others leads us to realize that financial success becomes true significance when wealth is used to sustain dreams and create lasting footprints on this earth. With this core value – seeking to maximize choices and good from wealth – we are motivated each day to work with our clients to help them make a difference in a way that is meaningful to them. This noble work that facilitates your accomplishment is what gives meaning to our lives. Sharing this value is a crucial element in the heart of each of our team members. Independence. Another core value of ours is that investments should be chosen based upon their merits and the degree to which they are appropriate for your portfolio based upon your risk tolerance, time horizon and goals. To ensure we are able to provide this highest level of integrity with our recommendations, we maintain our independence, free of pressures to sell “in-house” products and the inherent conflicts of interest in “making markets.”