From the October 2008 issue of Investment Advisor • Subscribe!

October 1, 2008

It's Not Always About Money

Helping clients through life's stages may take many forms. For example, one long-time client of GW& Wade's Tim Pinch consulted him before purchasing real estate in Boston. On the other end of the spectrum, Rick Anzelone at Strategic Point in Providence, Rhode Island, fondly recalls being called by a client for advice on selecting a laptop for his college-bound son. Whether the request is complex or unrelated to finances, one hallmark of a solid long-term relationship is when the client knows that his or her advisor will always give counsel that is in their best interests.
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