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When we came up with the idea for Right Start™, we began asking ourselves the very important question, “what are the most important things young professionals look for when getting financial advice?” We quickly found the answers weren’t related to investing, building a plan, or anything related to the financial world at all…
No. The most important things we believe young professionals should look for in an advisor are a solid relationship based on trust and clarity. Everything we do at Pistone Wealth Advisors, is modeled around these principles because…after that…the math can solve itself.
Everyone we work with is unique; each has their own set of goals. Without knowing your goals and building a relationship with you, what good could our guidance be? How can we build a roadmap for your life if we don’t know where you want to end up? What good would this guidance be if you’re not clear on what works for your situation?
You’re not a cookie cutter person! Unfortunately, many financial products and advice marketed to you are exactly that…cookie cutter. The financial portion is important, but getting to know you is just as important as delivering performance and a disciplined plan.
That’s why we began Right Start.
Right Start™ is designed to offer steady advice based on your goals at an affordable rate. We believe the most important aspects of what we do go beyond investments, returns and spreadsheets. That’s why we strive to get to know who you are as a person and build a plan specifically for you.
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