Founding Partner and Financial Advisor, Angie Spielman was featured in Barron’s discussing the many benefits of meeting with clients in their homes or places of businesses to carry out regular check-ins and financial planning meetings.
“I work mainly with women who have experienced some sort of liquidity event, due to a divorce or the death of a spouse. And I find myself visiting their homes most of the time because it’s convenient and time efficient for them. One of the value propositions that I offer my clients—and the firm follows this approach as well—is that we’re always going to do what’s best for the client.”
