A “WHITE-GLOVE” WEALTH MANAGEMENT EXPERIENCE
Under our care, nothing supersedes
our service to you.
With a myriad of sizable assets, you have complex financial scenarios that require high-level strategy and oversight. Having trust that your wealth is being managed effectively and proficiently is essential to achieving peace-of-mind and confidence in your financial future.
Holistic Financial Planning
Getting to Know You & Gathering Inputs
Understanding & Adjusting Your Dynamic Financial Variables
Continuously Monitoring & Managing Your Performance Over Time
Because you and your future are worth celebrating!
THE WHITE-GLOVE EXPERIENCE
The most fundamental aspect of who we are is the experience you will receive in both service and quality.
Providing fiduciary care is the starting point, and we take this essential requirement very seriously. Our experience, training, advanced degrees, and achievements speak for themselves. But the level of care and attention we give our clients is what truly sets us apart. We commit to achieving what many service providers do not.
Benchmark’s goal is to deliver unsurpassed wealth management. It requires that we treat each client as if they are our only client. We become a part of your lives. You will hear from us regularly and we expect to hear from you. We pride ourselves on being thought of as an indispensable confidant, one who’s always a phone call away to help work through the various financial considerations any big life decision might present. We are in this together, working to ensure your financial future stays on course, your goals are actualized, and any financial anxiety is eliminated.
It doesn’t end there. We commit to a continuum of improvement. We never rest on our knowledge or our service procedures because there is always something more we can do. In every touch point, you will feel fully informed, supported and guided to make the best financial decisions to support your goals. We don’t rest, so that you can.
As we say: it’s simple, but it’s not easy. The reward is in the feedback we receive from our clients. That’s what inspires us to continue doing what we do best. We love what we stand for, and we know from our clients that they do too.
Integrated Fee Structure
Assets Under Management
$2MM and below
$2MM – $5MM
$5MM – $10MM
$10MM – $15MM