Communication

Communication is a priority at W&A. Each client is unique and desires a different level and method of communication. We recognize the importance of communication, so much so that we require it.

Communication is a priority at W&A. Each client is unique and desires a different level and method of communication. We recognize the importance of communication, so much so that we require it.

We believe that the term “Wealth Management” conveys a passive relationship. Our evolution to “Wealth Strategies” commands us to be active. Expect W&A advisors to call you with thoughts, questions and ideas. Expect W&A advisors to invite you to review accounts, performance and updated planning scenarios. Expect us to be driven to see you reach your goals.

Our pro-active client communication plan for you includes the following:

  • Annual “State of the Union” event to review our previous year’s performance, our forecast for the coming year and in-depth analysis on the dominant issues within the marketplace.
  • Semi-annual meetings with you to review portfolio performance and update your financial plan.
  • Quarterly calls with you to discuss the investment environment and your returns.
  • Quarterly newsletters providing timely and topical thought from our team.
  • Weekly emails from David S. Waddell and our investment committee to keep you informed on our current perspectives and portfolio positioning.

The more we know about you and your situation the more fine tuned our strategies for you become. We enter accountability relationships with our clients. We understand that your individual success will lead to our firm’s success.