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Client Experience

Working with Market Street Wealth Management

We can't be all things to all people. But we strive to be the single most important professional relationship to the clients we serve. Providing a meaningful set of services is important to us. Providing a client experience that is unlike any other you've experienced before is our number one goal.

Who

Who does Market Street Wealth Management best serve?

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Why

Why do our clients choose us?

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How

How do we engage with our clients?

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What

What should you expect from the experience?

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Who

Who

Our clients come from a wide range of occupations, including teachers, business owners, executives, factory employees, and more. While their backgrounds are different, they share a number of things in common, including:

  • They have a strong desire to retire with confidence.
  • They have a willingness to engage professionals to help them meet their goals.
  • They are kind, respectful, and responsive to communications.
  • They are inquisitive and engaged, seeking knowledge about the planning process.
  • They seek to maintain a sense of purpose in their lives and possess strong moral and ethical values.


Why

Why

Our clients choose Market Street Wealth Management for a variety of reasons. Many of them appreciate all of the different services being available to them under one roof (the result - a simpler financial life.) Many of them met us before retirement and were looking for guidance on how to successfully retire. Others chose to work with us because their friends and family members have enjoyed the experience. 

In short, every client's path to finding us is different. We're just grateful for the opportunity to serve them.

What will be your "Why?"

How

How

It's important to understand that working with Market Street Wealth Management is not a singular transaction type of relationship. When we bring a new client on, we anticipate that they will be lifelong clients of the firm.

There's no shortcuts when it comes to financial planning. It's our job to help you identify the gaps in your plan and work with you to find the best solution.

When you first engage our firm, you should expect a series of meetings to ensure that we understand your goals and have a thorough inventory of your current situation. From there, we'll work collaboratively to develop a financial plan to address everything from retirement income needs to taxes, health care, investments, and your legacy.

What

What

What should you expect from a relationship with Market Street Wealth Management?

We make a number of commitments to our clients, including:

  • Transparency
  • Open Communication
  • Recommendations that are in your best interests
  • A comprehensive, team-based approach (there are no shortcuts)
  • A relaxed, no-pressure environment