Veriloquent Wealth Advisors, LLC is a financial services and consulting group with a new approach towards financial decision making. Veriloquent removes the conflicts between sales and advice inherent in traditional one-stop-shops which dominate the industry. By providing sound analysis, strategy, and recommendations on assets and investments, clients realize economic benefit as they are guided through the process of making sound financial decisions. The Veriloquent approach represents a hands on advisory partnership. Veriloquent maintains offices in Coral Springs, Florida.
Putting an end to the Frustration of Wealth Management:
If you are here it is most likely because you have grown wary of the promises from the expert financial institutions. They promise to put you in control but then ask you to throw it over the wall and trust them.
If you are like some, you have moved your assets from more than one institution to another in an effort to find a manager you can truly work with. Youve listened to the pitches, the systems theyll provide, the level of detail they can provide, and every time they fall flat. Every time you tried to make it work. Their systems are cumbersome, limited to short historical timeframes. Reports lack any ability to drill drown for meaningful analysis. Certainly this is not the way you made your wealth in the first place!
Often when you buck a managers advice to stay the course, you learn your assets are locked up with penalties and restrictions. The managers make subtle inquiries about your family and personal interests (they want you to think they are more concerned about you than just holding on to your assets).
Something is not right. If you can manage a personal checking account with an off the shelf software package that provides more insight than what an actual financial institution allows you to see on the products they have sold you there is something wrong.
When you use an Institutional Firms systems are you effectively limited to a paper like report with no drill down capability? Could it be they dont want you to figure it out? Could it be that they want to make it so time consuming you wont bother? Could it be they want to make you depend on them? Do they want you to trust but not verify?
Veriloquent does not feel this is an acceptable level of service and more importantly an acceptable level of accountability with the very people you have entrusted with your wealth.
Open the Door to Veriloquent:
There is another way Veriloquents focus is on analysis and informed decision making. This gives you an unique benefit since it means our relationship is not based on your assets under management but in delivering you financial intelligence on your assets wherever they may be invested. Our pricing is based upon the amount of analysis and research we perform or a predefined scope of work. Since we are compensated directly by you, it is never in our interest to cross sell you products you will benefit by unbiased recommendations. You will benefit with pricing that is easily budgeted for and value based on the verifiable analysis we produce.
We are certainly seen as a disruptive business model by the traditional financial institutions since most of those institutions prefer to focus on lofty speak of investment strategies and lifestyle goals and not their goals to annuitize and generate their own income off of your wealth. Disruptive to them is beneficial to you!
We are not for everyone, since your active participation is required. We offer you a way to make informed decisions without the constraints designed to make you Stay the Course. Before you resign yourself to unacceptable frustrations We have something you need to see.
Please visit the Veriloquent Wealth Advisors, LLC website at www.vwallc.com
Or call 888-684-2999
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CIMB Wealth Advisorsby lochoe11,283 views
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