IntegriGen Mission & Pledge to Our Clients
Our mission is to help you define your financial vision and form a plan that will accomplish your goals while honoring what is important to you.
We combine our financial savvy and your resources to build a financial plan that works towards the goal of long term success. By understanding the various areas of your financial life, we immediately identify goals and address any challenges together.
Pledge to Clients
We can’t make guarantees in the financial world about what the markets will do, but we can make and keep promises about the way you will be treated when you become a client.
- We make our best effort to learn as much about you and your family as possible in order to build a rewarding and long-lasting partnership. You are not just another client if we choose to engage in a relationship with you.
- We define our success by YOUR success; therefore, your interests will align with ours. We believe true success is achieved when you feel more clarity and satisfaction regarding your financial life because of our relationship.
- We will treat you the way we would want to be treated if we were in your shoes. That means we will always treat you and your family with the utmost respect and we will expect the same in return. That also means returning your phone calls and emails promptly to make sure your question or concern is addressed in a reasonable period of time.
- We will have constructive conversations with you at whatever level YOU feel is the most helpful given where you are in your financial path. We will not talk down to you, lecture you or use overly complicated charts and graphs to try to impress you with our knowledge.
We believe everyone has the right to receive professional advice from an adviser they trust implicitly. We chose the name IntegriGen Wealth Management so that our name would embody the concept of integrity and working with multi-generations since we plan to be in this business for many years to come. We truly love what we do and look forward to “helping you pursue what really matters.”
Brad Glickman, CFP ®
Samantha Fraelich-Rohe, CFP®