Houston, TX, April 18, 2022 (GLOBE NEWSWIRE) — Turmoil domestically and internationally is causing significant chaos in financial markets that is likely to persist, including soaring inflation, higher interest rates, and major stock price fluctuations — but one leading financial advisory has the expertise its clients need to not only ensure stability for their portfolios amid this upheaval but to also secure future growth.
Ethos Wealth Planning, based in Houston, is quickly developing a stellar reputation among medium to high net worth individuals for its highly personalized and dedicated comprehensive approach to financial management that aligns an investor’s portfolios to their desired outcome in life.
The company’s experts are able to help clients plan for practically any goal or future event, even those that some people might never believe are within the scope of an advisor’s work.
In addition to retirement planning, Ethos Wealth Planning charts a unique fiscal course for every client by taking into account life matters people don’t think about from an advisor:
- What hobbies do you want to enjoy later in life?
- How do you plan on taking care of your parents and kids?
- How will you be impacted when you lose a loved one?
- How will you create a legacy for your future generations?
- What is your estate planning strategy?
As great as investment-management is, that alone cannot create the lifestyle you want to enjoy in the future. In order to create an impactul financial plan that actually takes you to where you envision, it is critical that a plan is created and prescribed after you ask questions like the ones listed above. This is why Ashish Patel, the President of Ethos Wealth Planning, asks clients to consider what outcome they want to see in their life before discussing any investment vehicles and strategies.
The company’s three-member team is led by Patel, who has an extensive career in finance. He uses his in-depth knowledge of finances combined with an unbeatable mastery of planning tools to provide his clients with both short-term and long-term carefully crafted wealth plans that can achieve whatever goal the investor might have in mind.
Patel ensures that he and his colleagues stay up to date on the latest developments in the Houston region, the United States, and across the globe so that they can adapt specific clients’ financial plans as needed in response to developments that can cause market changes.
Ethos Wealth Planning also works closely with clients so that the advisors can be made aware of any changes in an investor’s personal life that could require revising a plan.
What To Expect From A Financial Advisor
“The client-advisor relationship starts with creating a strong foundation from which we can build a holistic financial plan based on someone’s goals,” says Patel. “And the plan can be ever-changing as our clients navigate life in a variety of ways. “As a trusted advisor, I embark on a mission to collaborate constantly with clients through all their life phases.”
Patel sees financial advising as a “two-way street” with his clients, noting that he and his colleagues strive to find a “synergy” with investors that help them not only develop a financial plan suited to their specific needs, but that locks in a strong working relationship for the future.
At the beginning of the process, clients need to “have an honest conversation about finances and what they are trying to achieve. I truly believe that starts with first understanding what a financial advisor is and how that person works with you,” says Patel. Since every client’s goal is unique, it is crucial for an advisor to start with where their client currently stands.
For example, Ethos Wealth Planning delves into its comprehensive network of financial professionals to hire Certified Public Accountants or lawyers when they need certain tasks done. “A financial advisor can be multifaceted and a point of contact for you, in that we coordinate with other professionals that are in the client’s lives, as well as provide valuable advice as to what may be needed or something that should be addressed.”
It’s a highly personalized career for Patel, who says he enjoys making connections with his clients and their families and “making a lasting impact on their lives.”
Patel adds, “Time and time again, I get the joy of watching a client retire, or sending a kid off to college or being able to leave a legacy for the next generation. I also take great pride in being a resource or sounding board for clients when they have questions or even thoughts on a certain aspect of their lives or something going on in the world today.”
Disclosure: Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
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