Artisan Wealth Management, LLC - Vision, Mission and Philosophy

September 1, 2010 - Slow Down In Growth, Not A Double Dip

Summer is wrapping up and the kids are back to school. The hustle and bustle of Fall is just around the corner. The US Economy's transition from recovery to sustainable growth has been continuously called into question these past few months. It seems that as we get a little good news in one area, we get some negative news in another and this all leads to investors being tentative. With the help of LPL Financial Research, we have put together our most recent Compass Report to give our clients and friends some insight into the items we are keeping our eye on and our view as we venture through the second half of 2010. Please click the "Learn More" button below to view this Report.

Vision, Mission & Philosophy

Vision:
To Create A New Paradigm Within The Financial Planning Industry

Mission Statement:
We are dedicated to assisting our clients in working toward true financial independence. The members of our team commit their daily activities to the ultimate pursuit of each client’s financial success. With the understanding that we cannot be all things to all people, we partner with a select number of clients who understand, value and desire integrated wealth management planning.

Philosophy:
The journey of financial success requires proper planning. That is what we help our clients do – properly plan for their financial futures. We define “Wealth” in terms of time and choice as opposed to dollars and material goods. A properly constructed wealth management plan, if implemented and adjusted as life cycles, events and economic conditions change, will assist a client in working toward success within the four critical wealth management planning categories:

Accumulation Planning, Preservation Planning, Distribution Planning, and Legacy Planning

We serve as Personal Chief Financial Officers for our clients, coordinating all aspects of their financial lives to help ensure that opportunities do not get overlooked and that each financial life goal and objective is actualized. We believe in, and are committed to, educating and guiding each generation to ensure true financial literacy. Our ultimate success as Wealth Advisors will be marked by our ability to meet and constantly surpass the expectations of our clients and in doing so, truly make a difference in their lives and the lives of their respective families.

100 Corporate Drive, Suite 101
Lebanon, New Jersey 08833

(908) 366-7630 - Telephone
(800) 769-6590 - Toll Free
(908) 366-7639 - Fax

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor and Member FINRA/SIPC.
LPL Financial registered representatives associated with Artisan Wealth Management, LLC may only discuss and/or transact securites business in those states in which they are registered to do so.