Who we work with
Whenever you choose to work with an advisor in any capacity, the “fit” has to make sense. The close relationships we build with our clients are very important to us.
What is the one thing our clients have in common?
They are financially secure, meaning they are young and saving their excess cash every year, or retired and living comfortably off of their investments. Although our clients come from all walks of life they see value in a more strategic and sophisticated approach to wealth management. They recognize the need for going beyond what investment generalists offer.
When clients choose to work with us, they find a group of professionals who are passionate about what they do – anticipating changes, developing innovative solutions, and working together to make it all happen.
As strategic wealth advisors, we are inspired to help our clients take control over their financial lives, so that they can focus on what they enjoy.
Would you like to learn more? Contact us today.
MEET OUR CLIENTS
Each client is different. Each client has individual investment objectives, risk tolerances and desired time-horizons.
42 YEAR OLD
Medical Professional // Owns a Practice
Working to set-up the right personal and corporate account structure, establishing a savings plan, funding family home renovations.
Goals: Maximize savings, tax efficiency and risk mitigation through efficient insurance protection.
49 YEAR OLD
Entrepreneur // Business Owner
Maturing business, work/life balance becoming a priority, contemplating an exit strategy, introducing children to finances
Goals: Maximize savings, securing wealth, tax efficiency and multi-generational planning.
72 YEAR OLD
Family household includes 3 generations equating to a dozen clients from family, educating family on managing their wealth and investments.
Goals: Retirement transitioning, income generation, tax efficiency multi-generational planning.
78 YEAR OLD
Widow // Matriarch
Folding in the next generation to attain peace of mind, communication and trust, working with children and grandchildren.
Goals: Preservation, Investment stability, income generation.
Contact us and see how we can make a difference to your business today.
CLIENT SURVEY RESULTS
At TURN8 Private Wealth, we believe that transparency is essential for both growth and client loyalty.
We are thrilled of our recent rating and see it as a huge achievement and one we are really proud of.
Clients recommend us
Our 100% Net Promoter Score (NPS) rating is well above the industry benchmark of 49%! Meaning that our clients were extremely likely to recommend us to family and friends!
According to our clients, the top 3 adjectives that best describe us are: Trustworthy, Intelligent, Efficient