Jeff Pierce LLC | Asset & Wealth Strategies
Your choice for Financial Services
Tailored Wealth Management
Our priority is helping you take care of yourself and your family. Jeff Pierce LLC | Asset & Wealth Strategies wants to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
We operate our business with ethics and integrity.
We create strategies tailored to your goals.
Let's talk about your investment strategies.
How much do you need?
"An investment in knowledge pays the best interest."
- Benjamin Franklin
When you work with Jeff Pierce LLC | Asset & Wealth Strategies, you're part of the family. Our team of professionals has years of experience in financial services. We can help you address your needs today and for many years to come.
Many people find retirement planning painful and frustrating. But it doesn’t have to be. Allow us to simplify the process with our knowledge, experience and patience.
You have enough to worry about without having to assume a second career as a financial planner. Instead, delegate your retirement planning to a professional. As you think about your future consider someone with the experience, knowledge and understanding of investment options to help reach your financial goals.
The information presented is not intended as financial advice, and you are encouraged to seek such advice from your financial advisor.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.
It is important that the relationship is a fit. In our initial meeting we each look for chemistry ... can we work together; goal alignment ...are your goals achievable; worth test ... account minimums; and value test ... can we add value?
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