Wealth Strategies was founded in 1985. They are focused on comprehensive planning in a world where every financial services firm says the same.
President/CEO Travis Hart says that “the difference for us is that we focus on the client's current and future goals and desires and help them understand that focusing on cash flow and saving is more important than chasing rates of return. At the end of the day, it is our obligation to help them avoid financial failure.”
Wealth Strategies is built on a set of core values including Do The Right Thing, Elevate Community, Embrace Teamwork, Drive Improvement, and Solve The Problem.
Money and wealth are sensitive topics for a lot of people, especially when trusting someone else to keep their own hard-earned money safe.
“People tend to know they need help, but they don't know where to start and/or have confidence that they won't become the next news headline but getting scammed,” says Hart.
Because of the uncertainty that many people go into the wealth management process with, building trust from the beginning is really important.
“Our biggest struggle is that it is hard to portray the process and experience a client would have without having them actually go through it,” Hart continues.
One of the ways that Hart and his team build trust is through gifting high-quality branded gifts that are practical and reliable to their clients.
When a member of the Wealth Strategies team received branded socks from Sock Club from one of their vendors, they wanted to try the process for themselves. Hart says that he “loved the amount of custom options we could include,” and that the high quality of the socks fit in with the caliber of service that their team provides to their clients.
“We gave the socks out as part of our 2022 kickoff to get them ‘running’”, said Hart. “Very simple, quick turnaround, and fast delivery. It was about as good as you could get. We will definitely order again. We might create a new version to mix it up!”
We love working with clients who value quality and service just as much as we do! We are honored to be a continuing part of Hart and his team helping people become as financially secure as possible.
To get your own corporate gift started, call us at 1-800-618-4861 or click the button below.
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