Our clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise.
Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
We have been with Tom for over 10 years at IG Wealth Management. Tom has been there for us during stressful times in the markets and has always kept us on track towards our retirement goal. We live very busy lives, but he and his team keep calling until we can arrange our quarterly meeting. We appreciate that he won't let us forget that we are the most important people in our retirement plan. We have referred Tom to friends and family. Now as we reach our retirement, we are proud that we are prepared to meet the new adventure that stands before us.
John and I first met Tom at a presentation in Georgetown. We liked his knowledge of the markets, his overall demeanor and passion for his trade. We made the decision to move our holdings over to IG Wealth Management and have not regretted our decision. Tom made a promise to maintain contact and always keep us informed of any important changes in the markets and that he would be there for us. No one can imagine the shock I was in when my partner, John, died suddenly and unexpectedly at the age of 59! Tom was there as promised. With his help, I have been able to cope with the devastating life changes, the indecisions, the taxes, and as all my plans, hopes and dreams were fading. Tom was there giving me directions. Tom was the constant, he kept me grounded at the most vulnerable time of my life! And for this, I am truly grateful! He kept his promise to me - he is a man of his word.