Traditional business management is transactional with a nearly singular focus on accounting.  Wales understands that accounting provides information that needs to be considered with other business and personal factors for effective decision making.  For better performance, we establish intimate relationships with our clients so that decisions are made in context with all of the information and all pieces of the client’s life.

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Our clients have our full attention. Our policy is to provide open communication, 24/365. We meet at the client’s convenience, monthly or quarterly to present clear and understandable reports that show just where money is coming from, where it’s going, and how much is left for investment. Then we’ll make any adjustments in strategy if needed.  In the end, the client not only knows their net worth, but the inestimable worth of true peace of mind.

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In addition, think of Wales as a concierge and family office in one. We’ll find the best services at a good value and manage the relationship to keep it out of your mind. Any special needs you have, if we don’t know how to do them ourselves we will know the best person or group for the job. If we don’t know how, we know who.

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Wales is a boutique, not a volume shop. We work closely with clients’ other advisers to assure a seamless system of checks and balances that allow clients to meet their career, personal and financial goals.  Wales ensures that all team members are informed and current on the relevant data needed to perform effectively.