April 2016 Newsletter
This past year was an incredible one for Eliot Rose - so much happened behind the scenes. We updated and streamlined all our systems, and we have a lot of them. Now we can put even more time into what we do best - working with our clients to accumulate and preserve their wealth.
You may notice a subtle, but significant change to our firm name moving from Eliot Rose Asset Management to Eliot Rose Wealth Management. To us, this tells the world that we do more than just invest our clients' assets - and of course much more than just invest in the small-cap world (where we planted our roots). We advise our clients on all financial matters and help our clients achieve their financial goals inside the market and out. To kick off this new mission and name change, we launched a new website making this mission clear.
Lastly, we'd like to formally announce the Eliot Rose Financial Planning service - an essential service for any wealth management firm! And to commemorate these exciting changes, we could think of no better way than to offer current clients an Eliot Rose Financial Plan with all fees waived! To learn more about financial planning, please click here.
Please do not hesitate to reach out if you have any questions!
Gary S. Siperstein
In Other News
Eliot Rose Launches New Website to Celebrate Clients
During our redesign, we wanted more than just a functional website, we wanted it to reflect who we are as a firm and our relationship with our clients. In a very competitive market, we believe it is more important than ever to stand out. We do this by putting our clients first.
Everything about the new Eliot Rose site was designed with our clients in mind. The site walks you through the client experience from start to finish. You learn about our history, our evolution, our process, and even meet us face-to-face in our new Video Updates section.
We hope you find the site welcoming, refreshing, and a resource for periodic news and tips. Tell us what you think about our new design by clicking here.
A Complimentary Financial Plan
We are so excited to formally announce our Financial Planning service. This is a service that we have already been providing to select clients. We have worked hard to tweak and perfect this service and are now ready to make this available to all current clients.
As you may know typical financial planning fees range from $2,000 - $5,000, but for the time being we are waiving all fees for current clients. People with financial plans are so much more organized and amass far more wealth than people that do not have financial plans. Please view our brief presentation to learn more.
Our financial planning services follows a thoughtfully designed 6-step process. When we have finished your Financial Plan you can expect a 30 - 50 page report with vetted recommendations and suggestions on how to better achieve your goals no matter what they are.