At Tickner Wealth Advisors, we strongly believe that each of our client's unique financial needs are as unique as their signature. In today's global markets, we understand that investors are looking for professional financial advice from someone who can understand their concerns, and discuss strategies that are positioned to help meet unique needs and objectives. Tickner Wealth Advisors is comprised of a father/son team and, as such, we understand the importance of how a strong relationship helps to build trust in the client/advisor partnership.
By choosing to work with us, you'll experience:
- Highly personal, intuitive and attentive relationship with a wide range of thorough research and information from multiple sources.
- Objective, customized recommendations based on each clients needs and objectives.
- The ability for us to establish a business partnership with your other advisors in order to meet your goals (accountant, lawyers, etc.)
- Easy access to our team for any questions or needs with personalized delivery of information.
