Targeted Wealth Management for Commercial Real Estate Professionals provided by the team at. A Provider of Real Wealth Management, Real Estate Analysis, and Small Business Services for Professionals in the Commercial Real Estate Industry. Dedicated to a True Financial Partnership by understanding the specific needs of commercial real estate.
The tulip in our logo, a symbol of our Dutch roots, is also a reminder of the first boom and bust in economic history - the Dutch tulip mania of the 1600s. At the height of the tulip futures market, rare bulbs were selling for the price of a large house. This lesson in unsustainable trade and others like it provide invaluable insight into today's financial markets.
The tulip in our logo, a symbol of our Dutch roots, is also a reminder of the first boom and bust in economic history - the Dutch tulip mania of the 1600s. At the height of the tulip futures market, rare bulbs were selling for the price of a large house. This lesson in unsustainable trade and others like it provide invaluable insight into today's financial markets.
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Scott joined Raymond James for one specific reason: To build an amazing team of people dedicated to impacting the financial lives of Retirees and hard working Business Owners. Even with over 20 years of combined industry experience, at Roelofs Capital Group, we do not rest on our laurels. We work very hard to continue growing with the industry.
While investors at all levels of net worth may need assistance with managing their investments, there are some things that only affect the wealthy investor. Unfortunately, the term Wealth Management has turned into a marketing ploy for Investment Management. They are not the same. Wealth management goes far beyond simply investing in stocks and bonds.
Because we are nimble enough to be personal, yet our team works with an organization large enough to serve the needs of any client. We provide many ways to contact us, from email to cell phone, but you should rarely need to use them. We reach out to each of our clients every month to give an update on accounts, financial plans, and the economy as a whole.
How we see the world makes a difference in the choices we make. That's why it's so important to be able to see things from a different point of view. We can provide a different viewpoint on transitioning into a new phase of life, whether you're planning for retirement, searching for a succession plan for your business or adjusting to newfound independence.
Our analysis is not just based on local real estate data. We also carefully consider how local real estate markets are influenced by broader economic factors. Unlike real estate trade associations, Roelofs Capital Group does not have an incentive to simply paint a rosy picture of the real estate market.
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