If you are a prospective client, we invite you to
contact us for a brief phone conversation with Rob
Hockett, our Director of Business Development. During
this initial call, Rob will determine if it makes
sense for one of our Wealth Managers to hold a more
in-depth Discovery
Meeting with you and which Wealth Manager would
likely be the best fit for your situation.
Salome Rose, Rob's Executive Assistant, can arrange
a call between you and Rob. Salome may be reached
at 770-506-7377 (801-938-4840 from Metro Salt
Lake) or Salome@cwcounsel.com.
Please let Salome know the best phone numbers
and times for Rob to call you. If you prefer,
Salome can schedule a call for a specific time.
Our Wealth Management service is designed for
clients with at least $1 million in investment
assets, but in some cases it may be appropriate
for clients with significant net worth or income
who may not yet have $1 million in liquid investments.
Ultimately, if we are not the right firm for
you, we would be more than happy to refer you
to a firm that is more appropriate. Please contact
us for an initial conversation so that we may
assess your situation and answer your initial
questions.
Contact
Us | Consultative
Process | Wealth
Management Formula
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