Exceptional Wealth | Family Office
618 N Tejon St
Colorado Springs, CO 80903
United States
Phone: 7197154003
Email: tara.seegers@exceptionalwealth.us
Website: https://www.exceptionalwealth.us
Training: Active Registered Life Planner® more info
Specialties
We work with Multigenerational family offices, business owners, non-profit organizations and charitable foundations through customized and comprehensive planning-focused wealth management consulting. This includes goals-based planning, investment advice, estate planning, retirement funding, gifting strategies, asset-based lending, etc.
About My Practice
At Exceptional Wealth | Family Office, we are a team that thrives on seeing our clients utilize their wealth to live the life of their dreams. Managing your assets and overseeing your comprehensive financial picture is just part of what we do. Our mission is to help you define your goals and provide a clear roadmap for how to achieve them. No matter where you are on your journey or what life throws at you, we work tirelessly to create the best strategy for any given situation – no matter how complex. The more we know about you and your family, the better we can serve you. With your financial world in order, pursue all of life’s possibilities.
Ideal Clients
Our clients desire to live their best life - we partner alongside you, to help define a tangible roadmap that gives you confidence to move forward toward your ideal. We help you steward your resources effectively toward achieving your ultimate desires.
Qualifications
At Exceptional Wealth & Family Office, we blend real-world business management and sophisticated estate experience to help coordinate your complex financial world. We’re dedicated to helping you activate your vision, transforming chaos into clarity so you can minimize uncertainties and maximize opportunities.
Compensation
We are a fee-based advisor – we can work on a consulting fee, or via assets under management fee.
Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.
Industry Start Date
2013