Piedmont Wealth Advisory – Who Are You?
I recently relived a bit of my youth and attended a live concert by The Who at the MGM Theater here in DC. As lead singer Roger Daltry’s “whoooo are yoouuuu?” refrain rang repeatedly in my head for a few days - and I do mean rang – I took the opportunity to apply the question to Piedmont Wealth Advisory (PWA). What started out as a cloudy vision to create a uniquely 100% client oriented wealth advisory firm in the fall of 2016, PWA was officially launched on Friday March 3rd …. not quite the “Ides of March” but a Shakespeare scholar I was not!
For centuries, great wine makers have relied on a blend of “art and science” to develop a process that consistently produces wines celebrated worldwide. Generations of families have passed along the results of the lessons learned thru hands on experience - successes and failures - to those following in their footsteps. When reading about these renown wineries, a few themes come thru in each of their histories and approaches – a commitment to Process and Patience!
Process and Patience - the latter of which most educated in the US struggle with. We all were taught to identify the problem, develop and implement a solution – immediately. Fastest to the finish line wins….or in my classmates case - at least gets the A!