Broker Check

Why Timber Crest Wealth Management

Long-term perspective

We recognize the lifetime value of each client relationship. From this long-term perspective we have built our business plan. What that means to you is we are focused on understanding your particular situation, deploying all our resources to deliver the best possible advice and continue to serve to the best of our ability each day. We only grow as you grow so our mission is to do it right and make a difference.

No conflicts of interest

You may or may not realize that many of the large multi-national firms in our industry push their own proprietary investments with sales incentives or sales quotas, putting their sales team in the difficult position of having to decide whether to do the right thing for the client, or for themselves. We have NO proprietary products and no sales quotas. Our Wealth Management advisors are charged with putting the interests of the client first, period. That is what leadership is all about.

Proven 6-step advisory process

Understanding the unique situation of the client is where each relationship begins at Timber Crest Wealth Management. We have no pre-packaged solutions or cookie-cutter plans- they are all tailored to meet exacting specifications...yours. Our discipline includes the use of sophisticated software and cutting edge research, a thorough review of all potential plan components and an analysis of how well they meet your goals and objectives, asset allocation, best execution, on-going monitoring and scheduled review. The byproduct is a system of checks and balances and improved client communication. In an industry where the little things make a big difference, this successful methodology is a key differentiator.

Committed to continuous improvement

All registered reps in our business are required to continue their education. Timber Crest Wealth Management takes this commitment seriously. In fact, continuous improvement is one of our core values. Whether we increase our knowledge, improve our methods, streamline our policies and procedures, tighten up communications or just increase efficiency...we are creating a culture of lifelong learning.