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.
It has been a relief and a pleasure for me to work with Brian at Blair & Associates Private Wealth Management. A relief because he talks my language and I understand. I am not savvy or even really interested in all the intricacies of Wealth Management but I AM interested to know that we are always moving forward and making money! When I have questions he answers them in a way that makes sense to me. He's concise and doesn't use a lot of jargon. At our last meeting, Brian showed us our Personalized Financial Plan and that made everything so clear to me. I left with certainty and peace of mind that what we are doing is right and is leading us to accomplish our end goals.
Thank you Brian! You are always so accommodating and friendly, and a pleasure to work with.
Since working with Blair & Associates Private Wealth Management, I have had the distinct pleasure of working closely with David Scott, who is my financial advisor. David has been extremely attentive and has made me feel that my investments are in the very best hands. We meet on a very regular basis and he has done a very thorough job of explaining my options to me and educating me on what Blair & Associates has to offer. I honestly feel like David is part of my family and I have absolutely no hesitation on recommending him to everyone I know.
Brian has been great to work with. He has always provided excellent advice and support to us over the years. I have always been impressed with his knowledge and his personal touch. I highly recommend Brian!