Our Commitment to You
Meanix Robustelli Wealth Management Group is committed to our mission and vision. Our team consists of experienced professionals with a “hands-on” approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams. We look to exceed all client expectations in providing service that goes above and beyond. We always remember, first and foremost, that we are here to serve our clients interests above all others.
Living Up To Our Values
Dedication
- Listen to and respect our clients' needs, wants, and goals
- Conduct a thorough review of all aspects and gaps in clients' financial plans
- Offer both offensive and defensive tools and strategies to help our clients reach their goals
- Leverage all available resources to provide the best options and recommendations to our clients
- Utilize network of professionals for their knowledge and expertise to better serve our clients
- Prompt and responsive client service
- Extensive credentialization for awareness of several options and alternatives
- Acting as role models to team to obtain credentials
Loyalty
- Our commitment to our team members and clients: "We always have your back."
- Putting needs, wants, and desires of our team members and clients ahead of our own
- Willing to be open-minded and to consider outside products if in the best interests of the client
- Willing to work with our clients' associated professionals to create the best outcome for our clients' needs
- Willing to work with multiple generations to provide legacy planning
Honesty and Trust
- Full disclosure and transparency when dealing with clients
- We hold ourselves accountable for our work
- When we make a mistake, we correct it immediately
- We always act in the best interests of our clients
- We are honest with each other in an effort to improve our performance
- We care about each other both at work and in our lives outside of work
- Demonstrate professionalism with our clients, team members, and Home Office