Greenhaven Private Wealth Counsel
Our Commitments
Leverage the efficiency of systems
We enhance our client experience through our focus on being efficient, responsive and supportive. Whether it be using top planning and communication software or through tried and proven internal standardized systems, we focus on making the client experience how important they are to our success.
Thoroughly comprehend intentions
We recognize that our clients are unique, and often have complex goals for their lives that go beyond the discipline of money management. We guide our clients through the intricacies’ of their financial goals, and act a as a compass to ensure they arrive at their destination. So much of the advice we provide our clients is based on information we receive from them. We recognize that there can be potential for breakdowns in communication due to a misunderstanding of industry jargon, products and even desired outcomes. We operate from a discipline that include digging into the specifics of each individual client situation to assess and guide them on their financial path through a clear and complete understanding of their specific resources, considerations and financial goals.
Communicate clearly and completely:
When it comes to managing current assets and planning for future outcomes we need to ensure we have the most complete information as it forms the foundation for success. What might appear to be insignificant on the surface could prove to have a material impact on the planning and advice we provide. We strive to understand our clients completely and therefore provide advice that is personally crafted with respect for their individuality.
Be prepared to deliver exceptional results:
We enter each client engagement by assessing our ability to enhance the clients’ pursuit of their goals. As industry veterans, we have high standards and expectations that have evolved through the years. With our combined 50+ years of advisory experience we have gained the knowledge needed to help our clients not only determine where they want to go and how to get there but also help them avoid common missteps that can impinge on their success.
Consistently adhere to the highest level of industry standards:
The investment industry has gone through tremendous change over our careers to the point today where there are very random and sometimes inconvenient rules enforced. We are committed to following all regulatory policies out of respect for our industry and its move towards greater regulation and in turn greater investor protection. In addition, we focus on continual learning and study allowing us to stay on top of all trends whether on investment products, taxation or estate matters as this is important to our clients’ success.
Respect personal challenges and accomplishments:
We love to celebrate individual accomplishments. With the first being to acknowledge our clients’ understanding that hiring a team of professionals can help them succeed. Not everyone is capable of a trust based, fiduciary relationship. Beyond that, we like to understand you as person – past, present and future as understanding the path you have taken to our office can help us do a better job for you. Uncovering your biases, successes and possible regrets helps us craft plans that incorporate your individuality.
Align with the best possible knowledge and support:
Whether for mortgage lending, risk management through insurance or asset protection* using complex strategies we accept that we need a team of experts. Although our education and experience covers most of these topics in detail, we ensure that we have team resources that include specialists to step in when needed.
Influence outcomes with precision and discipline:
Your success is our priority. There are contributors to your successful outcome that fall on your shoulders such as savings pace and debt reduction but there are many contributors we work with that can have an impact on your success. Things such as taxation, inflation and investment returns are powerful variables that we have very little control over. Knowing this we strive to be as realistic as possible vs. using ideals in our planning work. We use the most current and relevant factors which are updated regularly and sourced from the most respected firms and regulatory bodies.
Respond to decisions with a sense of urgency:
Although most of our focus remains on the cultivation of long term goals we understand that life is fluid and when there is a change or need to deviate or interrupt plans we are quick to respond.