Bonnett Wealth Management provides tools and advice to help individuals make informed decisions.
We serve wealthy clients. Generally, we only take on as clients individuals who have $2 million or more in investable assets.
In focusing on high net worth clients, we offer these advantages:
Service personally delivered: Our aim is to be responsive. We offer open and honest communication to help clients pursue their financial goals, preserve assets and take care of their families. We invest time getting to know what makes each client “tick.”
Trust: Trust is crucial when relying upon wealth management advice over a lifetime. Bonnett Wealth Management is an independent firm. That means our allegiance is to clients, and not to big financial companies that sell products. We believe that respect and understanding are keys to a successful long-term relationship, and so we go out of our way to put ourselves in your shoes.
Talent: We work with a number of specialists. Our network is made up of dedicated professionals with experience in their fields. While we oversee our clients’ money management and investment services, we also serve as a Personal Network Relationship Manager for them. This helps to ensure that our Wealth Management Plans stay on track, while clients receive the help they need.
Insight: We serve the unique needs of specialist physicians, business owners, retirees and widows and widowers. We’ve developed a significant knowledge base in serving these groups, and that brings many benefits to our clients.
Click on The Clients We Serve to learn more.