The extraordinary experience our clients deserve
At Gilliland Jeter Wealth Management, we don’t treat you like a number, we treat you like a VIP. We do what’s in your best interest and make you our top priority. We devote each day to pursuing your goals, addressing your concerns, fulfilling your requests, and responding to your needs. We understand the importance of paying attention to the details, and on always following through. Even the little things are a big deal to us. The reason we go above and beyond to serve you is this: We want you to enjoy the extraordinary life you have created.
Building a financial plan designed to fit your life
One-size-fits-all portfolios don’t really fit anyone – certainly not someone as individual as you. It’s why we prefer to develop a financial plan and portfolio designed to fit your life and what you want to accomplish. We put a lot of care into knowing you as a person and as an investor. It will be evident at every step along the way, from the design to the implementation and to the management of your plan and portfolio.
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First, we’ll build an understanding of your personal goals, current financial situation, investment experience and risk tolerance. We’ll also make you aware of our capabilities and explain the services we offer that can help you meet your objectives. Knowing you well lies at the heart of being able to provide personalized financial guidance.
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Next, we will analyze what you’ve shared with us in order to design your plan. This step may include collaborating with your other professional advisors such as your accountant and lawyer. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.
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With your approval, we will customize your investment portfolio using the extensive research and resources available to us through Raymond James. This involves the selection of specific account types, investment products and optional services, and the handling of all necessary paperwork.
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Our job doesn’t end once we’ve implemented your plan. In fact, it’s really just beginning. We will continually monitor its progress and suggest any revisions as warranted by changes in the financial markets, your family or your personal life. We’ll always keep you informed about how your investments are doing and what we’re doing on your behalf. As you approach new milestones in your life, we’ll make sure you’re always well prepared.
