We provide coaching, education, and advice on the disciplines of wealth management which allows our clients to manage their lives and wealth more effectively. We define Private Wealth Management as the proactive holistic approach to the effective management of investible assets, personal, and real property.
The typical approach of a commission based, transactional product specialist, or "financial advisor", is to take a needs based selling approach for them to illustrate the need by helping you "dig the hole" so they can present the solution by "throwing you a rope" and thus close the sale.
The typical approach of a commission based, transactional product specialist, or "financial advisor", is to take a needs based selling approach for them to illustrate the need by helping you "dig the hole" so they can present the solution by "throwing you a rope" and thus close the sale.
Services
Our vision is for continuous and sustainable growth in our ability to provide low cost, best in class, Private Wealth Management services. Our mission is to be an advocate for our clients while focusing on sustainability of quality of life. Jim lives on a small farm in Brown County, Indiana with Christy, his wife of over thirty-four years.
Our focus is on sustainability of quality of life. Sustainability can be defined as 20, 40, 60 years or more. We work with you to determine the most appropriate investment allocations that will serve your investment needs in the near term as well as standing the test of time. Our fee structure is simple.
McAvoy Kemp Wealth Management, LLC is a Registered Investment Advisor and is registered with the Indiana Secretary of State Securities division under the Investment Advisers Act of 1940. The Investment Advisers Act of 1940 holds those registered with the act to a fiduciary standard. Duty of Care: The duty to act with care, skill, prudence, and diligence (a "prudent person" standard).
Our client relationships and experience are based on trust and to develop trust we take a coaching, education, and advice approach which we further defined as:. Our simple definition of coaching is not to judge, try to fix, or instill our personal bias and values on our clients. We support our clients by asking open ended questions to create the perspective for them to make decisions that are in alignment with what they value the most.
Because of what we do, when we think of life we think in terms of quarters as in the game of football. What is true for us, life is made up of four quarters and any age past the age of 80 is considered overtime. As we get older, time goes by faster! When we are in the second quarter of life, the fourth quarter appears to be off in the distance future and time is of little concern.
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