IS INVESTING IN OUR CLIENTS
INVESTING IN TALENT, VALUES & CULTURE
We live in an incredibly competitive world where the race to the top has been growing steadily, with no end in sight. Investing in the top talent in our industry has allowed us to grow and develop a strong and sustainable corporate culture that is rich in dedication through the commonality of simply loving what we do daily.
This passion for what we do and the talented people we work with
has elevated our client experience to new heights within our industry,
and we're just getting started.
Simply because we will not settle for anything but the top talent in our industry. Our clients are successful, hardworking and intelligent people, who deserve the same in the professionals they have chosen to manage their wealth, and that is exactly what they receive with WealthCo.
We strive to lead by example by creating company culture based on our core values and entrepreneurial spirit.
Everyone in our organization is encouraged to work within their unique ability; a set of unique talents each one of us has that energize, motivate and encourage. When we do what we are passionate about and love doing on a daily basis, we become more productive, engaged and successful.
We are one team. WealthCo attracts, develops and retains top talent in our field. We challenge our people, demonstrate a can-do attitude and foster a collaborative and mutually supportive environment.
WealthCo is a workplace where high performing individuals come together and are passionate about the work they do. We celebrate our successes and enjoy delivering unbeatable client experiences.
WealthCo values diversity, unique ability and contributions. We foster a trusting, open and inclusive environment and treat each person in a way that reflects our values. Respect is measured by how we treat each other, by the productivity of our relationships, and by a job well done.
At WealthCo, we accept responsibility for our actions. We make and support business decisions through experience, good judgement, and a 'Client First' philosophy. There is no 'It's not my Job,' here.
WealthCo believes that we are all leaders. We strive to be leaders in our field and within our community.
We strive to challenge the conventional way of doing business and find more effective and efficient processes that focus on our clients first.
THE RIGHT VALUES
THE RIGHT PEOPLE
THE RIGHT CLIENTS
THE RIGHT TECHNOLOGY
Our dedication to providing our employees with the best tools available to do their jobs is not innovative...its responsive.
Technological innovation in Wealth Management is long overdue. Advancements in technology are creating opportunities for increased transparency in reporting, while clarity and insight into client relationships with advisors remain just as strong.
The challenge many face with technological innovation is a struggle to remain current in our industry as well as educated on how to use new technologies available. WealthCo provides continuous learning opportunities for all new technologies introduced to our firm. The goal of innovation in all industry is to simplify and improve.
"Innovation is an important component to the future success of any company. “Focused” innovation to constantly improve the service and value we provide to our clients both externally and internally is at the center of everything we do."
FOUNDER & PRESIDENT
“The greatest enemy of knowledge is not ignorance, it is the illusion of knowledge.”
At WealthCo , we believe that our employees are our number one clients. Supporting and encouraging continued education for personal growth and career development is essential in building strong and confident teams.
Knowledge is power; it is the power to nurture innovation from concept to completion with the skills needed to produce exceptional work.
Potential employees interested in a career with WealthCo complete a Kolbe A assessment prior to the completion of the hiring process. Kolbe is a unique system of assessments, software and analytics designed to maximize employee potential by identifying natural talents, and matching them with job tasks and supervisor's expectations.
Kolbe assessments allow us to expand upon our hiring process to ensure that all potential candidates are a good fit for WealthCo.
"People are our most important resource at WealthCo. Kolbe focus on striving instincts and levels the playing field. Understanding the MO (modus operandi) of each team member allows us to effectively work together to create the best results for our clients!"