In every aspect of life, change is inevitable. That can be a scary thought, especially if you don’t have a plan or strategy to get where you want to go in life. This principle especially holds true when it comes to financial planning and managing your wealth and assets. The economy is ever-changing, markets are volatile, and even our own goals and dreams may change. So, what do you do to ensure the security of your financial future? That’s where we can help.
I started Measured Wealth Private Client Group to help people achieve their financial goals. Everything we do is based on the values of hard work, integrity, and uncompromising quality, which is evidenced in how we have diligently served our clients for over 20 years, helping them make informed decisions about their financial future through education, communication, and service. Here’s a little more about how we do this.
Educating Through Relationships
Every successful relationship must begin with transparency and trust. This is also true when it comes to the client–advisor relationship. Our goal is not just to attract more clients, but to develop a relationship with each one so they view us as part of their team. That’s why we take the time to meet with our clients in person and review their goals, resources, and objectives to make sure they align with our philosophy and capabilities. Our aim is to educate our clients so they feel confident in navigating the necessary steps for financial security. We know we have done our job well when a client reaches their goals and realizes we were on the journey with them.
Communicating Proactively
Here at Measured Wealth, we favor a proactive versus a reactive service model. This means we reach out to our clients regularly to discuss distributions, account reviews, and overall goals for their financial plan. Our goal is to work together with our clients to customize a financial planning experience that changes when their plans or situations change. With our team approach, our clients get the experience and skills of an entire firm of financial advisors, not just an individual. Each of our team members brings different skill sets to the table, which can be a powerful advantage when managing our clients’ portfolios. Our wealth advisors and support team help guide our clients through the entire process of setting up and creating their portfolio, as well as communicate with them every step of the way.
Serving the Big Picture
Life is busy and managing your financial assets can be complicated. When it comes to planning for your financial future, it can be difficult to put the pieces of the puzzle together if you can’t see the big picture. This is why we take a long-term approach to wealth management by conducting regular check-ins, making sure we keep an eye on the overall plan and that it aligns with our clients’ financial goals. Our team continually monitors how the clients’ investments are working, leaving no stone unturned when it comes to evaluating every aspect of their plan. We view ourselves as stewards of our clients’ wealth and we take that job seriously, regardless of where they are in the stages of wealth planning. So, whether you are in the early stages of planning, nearing retirement, or seeking a sustainable income stream, we can help you achieve your ideal financial future so you can live your best life!
Experience the Difference
Want to know what it would be like to work with an objective, relationship-based financial advisor? We invite you to take the first step toward securing your dream future by calling our office at 603-431-1444 or visiting our Measured Wealth Private Client Group website to set up a complimentary consultation. We look forward to meeting you!
About Edward Benway
Edward Benway is the founder and president at Measured Wealth Private Client Group, a financial firm dedicated to exceeding expectations and providing integrity and uncompromising quality to help each client pursue their financial goals. With nearly 30 years of experience in comprehensive estate and business planning, Ed is known for using his knowledge and skills to help his clients navigate the steps necessary to achieve financial security for themselves and their families. Serving small business owners, pre-retirees, and retirees, Ed is passionate about balancing risk versus reward and guiding his clients from accumulation to distribution with confidence. He believes in the power of building strong, long-lasting relationships with his clients, becoming a true partner on their financial journey so they can focus on what matters most to them.
Before joining the financial industry, Ed served six years in the United States Air Force, receiving the Air Force Achievement Medal and the Air Force Commendation Medal for his service to our country. He has been a guest lecturer for the New Hampshire Bar Continuing Education, lecturing on the complexities of estate planning, and hosted the widely-recognized financial talk show Talking Money, which aired across the region. When he’s not serving his clients, you can find Ed spending quality time with his wife, Nancy, and their children. He enjoys staying active, traveling, golfing, and reading. To learn more about Ed, connect with him on LinkedIn.
