What Do We Do?

We have been in business as Uncommon Wealth Partners for 3 years and still, to this day, we get asked, “What is it that you do, exactly?” This is a compliment to us as well as an opportunity to explain what we do and how we do it.

Why is it a compliment? To us, it is a compliment, because whoever is asking us cares to know. People don’t just ask you what you do out of the blue if they don’t care. The people who ask know us enough to know we do things in the financial services sector but that’s about it. And they also want to know why everyone that is talking about Uncommon Wealth Partners so happy?

We are people who care about where you want to go. We go to great lengths to get to know our clients before we start talking about money. Once we understand who you are and where you are going then we are comfortable getting to know you financially.

At the core, we are financial advisors. We do all the things that most other financial advisors do, but we have a different focus. We are independent so we don’t have some quota that we have to hit when it comes to sales. Sure, we can set up an IRA, ROTH, sell life insurance, or open up a joint account, but we are way more than that. At the core of what we believe is that you are your own best asset, you are uniquely gifted and you are awesome.

We will help you craft a financial plan that is customized for you. It won’t be some cookie-cutter plan. In fact, if the vision is big enough, it might make sense to cash out a retirement account. How awesome would it be to wake up every day and do what you love to do? Every day, we help our clients do just that. Each one of them is on an uncommon path that is perfect for them. If you take the time to listen to people, you can help them really be wise with their money.

Gone are the days of traditional financial planning where the advisor is trying to take more money away from you each month, sell you products and get you to conform to the plan that everyone else has. There is a better way. That is why we started Uncommon Wealth Partners and that is why people are raving fans. It isn’t about us, it is about you and where you want to go. We are there to help you get to your goals faster.

To be honest, we love people and love what they want to do with their lives, and in turn, love helping people use their money to achieve their goals and dreams. Money is a tool to help you get things accomplished.

When can we start serving you? And when can you start calling yourself an Uncommoner? Because the people who are on this path wouldn’t change it for the world. They have never once looked back and wished they hadn’t invested in themselves and where they wanted to go in life. You are your best asset and we at Uncommon Wealth Partners are here to help you invest in you and your ideas!