Financial management is not just about “setting goals” but intentionally setting goals. Not just retiring, but reorganizing, reimagining, recharging, and realizing your dreams. We learn where you are, help you define and articulate where you want to go, and draw on our experience to guide you. Call it unlicensed financial therapy, fiscal guidance, or money management ... it all starts with verbalizing “Where do you want to go — and why?”
Fiduciary responsibility is about trust.
Industrywide, it’s defined as acting in the client’s best financial interest but, at Piedmont, we define it as being emotionally invested in a client’s best life.
Just as our clients savor and enjoy the fruits of their labor, they also appreciate the emotional work we invest on their behalf. We employ empathy, experience, deep knowledge, and true attention to detail for our intentionally small client base because we are an intentionally different wealth advisory company. Cheers to that.