Comprehensive. Customized. Caring. Conservative.
The 4-C’s that defines us.
Our core values defines us best! We serve families through a comprehensive financial planning process, a customized approach to each families’ needs, a caring attituded and a conservative approach.
- Comprehensive: We help with all aspects of financial life. We create tailored investment plans, comprehensive and goals oriented financial plans, and develop “what if” scenarios to help with decisions like retirement, college funding, home purchase or any other financial decision.
- Customized: We believe each family is unique and for that reason, our services are customized to each client. Out investment management is based on each families’ risk profile, investment preferences, and objectives. We tailor each financial plan based on their unique situation and goals and our communication is customized to better serve the needs of our clients.
- Caring: All our processes are client oriented. We regularly meet and review investments and financial plans in order to ensure that each family is “on-track”. We also proactively reach out to follow-up on previously discussed action plans and answer any possible questions.
- Conservative: Our investment orientation is long-term. We believe diversification is key, and we use offensive and defensive strategies to adapt to current economic environment and geopolitical events. Our financial assumptions are conservative in nature and our scenarios are focused on stress testing the various financial “curves” in life.
Start the conversation today.
Phone: (314) 626-0677
677 Craig Rd, Suite 211
Saint Louis, MO 63141
4-C Personal Wealth Management Consultants, LLC (“4-C”) is a Registered Investment Advisor (“RIA”), registered in the State of Missouri and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.