Service

At Stefanski Holmes Wealth Management, we pride ourselves on providing exemplary service to our clients. Although other firms TALK about service, we PROVIDE the highest level of service to our clients.

We can do this because we are independent and do not operate under minimum sales requirements or incentives to sell proprietary products or inventories.

Our service model is proactive; for example, in 2008 when the market was in a tailspin, we reached out to each of our clients to help them through the toughest times in recent history. Our belief is that we are hired to provide support to our clients, not just during good times, but more importantly, during market down times when we demonstrate our value the most.

Unlike some firms who spend 80% of their time prospecting for new clients, we focus 80% of our time on managing our clients’ accounts, trying to make their money grow, and monitoring their plans.