NO TWO CLIENTS ARE THE SAME. THE ADVICE THEY RECEIVE SHOULDN’T BE EITHER.
No two clients are the same. Different stages of life. Different expectations. Different financial situations. Different tolerances of risk. Different levels of involvement in the performance of their investments. These differences demand different plans and different investment strategies.
Welcome to BarecWealth where we do things differently. We ask the questions to develop and execute a completely customized plan that addresses your financial needs and circumstances for today, tomorrow and into the future.
That can only happen when the relationship with your advisor is built on collaboration. The better we know you, the better we can help you. It doesn’t happen overnight. But it starts from Day One. Nothing is taken for granted.
If you think this type of personalized financial advice is out of reach for all but the highest net worth investors, think again. Try talking to advisors who value their relationship with you as much as you value your money. It’s a matter of trust. That’s why BarecWealth customers remain BarecWealth customers. Because our mission is the same as yours: to help you achieve your financial goals. And we do it by employing different approach that uses unique methods and tools to monitor your progress.
Connecting the dots from where you are today to where you want to be in the future begins with a call to Eric Chong or Dan Fernandez at 416-510-8601.
Dan Fernandez & Eric Chong
BarecWealth
Connecting the Dots.
Your connection to the clearest advice on investments:
call us at 416-510-8601 and speak to either Eric Chong or Dan Fernandez.
Or e-mail us at info@barecwealth.com
Bringing the Big Picture into sharper focus.
It’s hard not to get swept up in the drama of the markets, as volatility is now the rule, not the exception. So how do you gain that high-level view over your investments? How do you manage your debt, while protecting your financial position and securing the funds needed for retirement? By talking to people who are adept at analyzing your current situation, your investments and your financial expectations– and then are equally astute at building a plan that is achievable and sustainable. At BarecWealth, we focus on the overall debt and portfolio analysis and identify needs and the actions necessary to address those needs. We fine-tune the investment strategy and finesses the portfolio to help fulfill the plan. It’s a one-two punch that keeps you on top of your investments not just today, but tomorrow and into the future.
Perspective January 2017:
The ripple effect. New legislation requires all financial service companies to be more transparent about the fees they charge. Clients are asking: How can those charges be justified when compared with the advice and service they receive?How frequently does your advisor call you proactively to recommend a change to your investment mix? Are you concerned that their advice serves their interests as much as it does your own? You’re not alone. The entire investment sector is in a state of flux as clients like you begin to see the bigger picture of the real value their advisors are adding to their investments.
The deck is being reshuffled and it’s up to you to look around and find someone who will care about your money and your priorities. We believe in personalized advice based on personal relationships – and direct accountability to you. Getting to your destination is all about putting your best foot forward each step of the way.
