By Richard W. Stout III and Thomas Britt
You don’t have to look far to find financial advice or so-called proven formulas that promise to bring you financial success. And while there’s plenty of general advice you would be wise to take, your finances don’t exist in a bubble. They are an extension of you, your values, your dreams, and your life circumstances; as such, they deserve a personal touch.
That’s where we come in. At Benchmark Wealth Management, the driving force behind all we do is to offer financial planning and investment advice that is independent, highly personalized, and specifically tailored to your needs.
What We Do
In a nutshell, we work with our clients and their families to address all aspects of wealth management. If you need help reducing taxes, we’ve got you covered. If you are worried about how volatile markets could affect your retirement, we can help. And if you want to create a secure estate plan, we’ll get you started.
In other words, we act as your family’s Chief Financial Officer, your go-to resource when questions, issues, or worries arise. We don’t just invest your money and call it a day. We take a holistic approach that extends far beyond planning and investment advice.
Like a family office, we offer highly personalized, almost limitless services to our clients. While we do not provide tax or legal advice, we strive to deliver the same high-touch service by working with your other professional advisors; providing timely, courteous service for all your financial needs.
How We Work
At Benchmark Wealth Management, our greatest investment is our relationship with you. That’s why we use a personalized approach to financial management as the foundation of our services, taking into account both your individual goals and your entire financial situation. Before we look at any numbers or dive into strategizing, we get to know you and what you want out of life. We ask deep questions and seek to understand the nuances of your financial situation. As time goes on, we compound our understanding of you and your needs, allowing us to deliver independent, objective, and tailored strategies that help you rest easy today and in the long term.
Who We Serve
Our clients have investable assets of $1 million or greater and come to us for help because they desire a customized, disciplined strategy and a holistic approach to managing their assets and reaching their realistic long-range goals. Because we prioritize personal relationships with our clients, relationships that often extend for generations, many of our clients find their way to us through referrals from existing clients! While we serve clients of different ages and from a variety of professions, the majority are business owners, professionals, entrepreneurs, executives, and retirees. Despite their differences, they have all worked hard for their wealth and created their own path to success.
The Benchmark Difference
In case you haven’t noticed already, we do things differently than the average financial firm. We believe our clients choose us because of our unparalleled level of care for them as individuals. We are proud of our personalized approach and work hard to make each client feel important. This may be a bold statement, but outside of your family, no one cares more about you than we do.
Our clients also know that we are a true partner, delivering what is expected, as it is expected, and when it is expected, and working diligently to preserve and build your assets as you move through life’s transitions.
Our integrity also sets us apart. Our fee-based compensation structure allows us to offer objectivity and advice that is free from conflicts of interest. Our commitment to your success and our dedication to proactive and responsive service allows you to feel confident that your money is in good hands.
Ready to Partner Up?
We hope so, because you are at the center of all we do. Our goal is to provide you with honest, thoughtful guidance to help you visualize and realize your goals. If you’re ready for a personalized approach to wealth management and a partner who is your biggest supporter, we’d love to meet with you. Please call 860.434.6890 or email us at firstname.lastname@example.org or email@example.com to schedule a consultation.
Richard W. Stout III is managing director of Benchmark Wealth Management, LLC, with 25 years of experience in the financial industry. He specializes in financial planning and asset management for individuals, families, and institutions seeking to build and monitor durable and sustainable plans for their financial futures. Rick is a Certified Financial Planner™ professional and holds the Accredited Investment Fiduciary (AIF®) designation. He has earned a Master of Science degree in Personal Financial Planning from the College for Financial Planning and holds the Master Planner Advanced StudiesSM (MPAS®). He obtained his MBA from Rensselaer Polytechnic Institute and his BA in economics and anthropology from the University of Connecticut. He also completed the Accredited Wealth Management Advisor (AWM®) program through the Estate and Wealth Strategies Institute at Michigan State University. He has extensive background experience in lending, credit review and analysis, and real estate and partnership management. Learn more about Rick by connecting with him on LinkedIn.
Thomas J. Britt is managing director of Benchmark Wealth Management, LLC, with 20 years of experience in the financial industry. He specializes in executive financial planning, retirement planning, investing, as well as the management of trusts and endowments. Thomas is a Certified Financial Planner™ (CFP®) professional and holds the Master Planner Advanced StudiesSM (MPAS®), Certified Investment Management Analyst (CIMA®), and Chartered Retirement Planning Counselor (CRPC®) designations. He earned a Bachelor of Science in Finance from the University of New Haven, an MBA in financial technology from Rensselaer Polytechnic Institute, and a Master of Science in Personal Financial Planning from the College for Financial Planning. He is also a proud veteran of the United States Navy Submarine Force. Learn more about Tom by connecting with him on LinkedIn.
Additional information, including management fees and expenses, is provided on our Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure site, www.adviserinfo.sec.gov/firm/160192
Securities offered through Private Client Services, Member FINRA, SIPC in the following states: AR, CA, CT, FL, KY, MA, ME, MI, MN, MO, NH, NJ, NM, NY, OH, PA, RI, TN, WA. (Securities-related services may not be provided to individuals residing in any state not previously listed.) Advisory services offered through Benchmark Wealth Management, LLC a registered Investment Advisor. Private Client Services is an unaffiliated entity.