About Us
Why choose Discipline Wealth Solutions?
We know inflation and taxes will reduce the value of a poorly designed portfolio or retirement plan, so it is critical to have a plan that combats these potentially destructive forces to your client’s wealth. The creation and execution of good retirement plan for most can be the difference between financial peace and financial turmoil.
We work for you and not Wall Street, so we are able to independently and objectively assess, review, and analyze how the wealth of your clients can provide an income for their lifetime as well as a legacy for multiple generations.
You are entrusted with some of the most important decisions your clients will make in their lifetime, so we believe it is critical that your financial partners help structure your client’s portfolio and retirement income to capture returns based on the market and not on a manager. That’s our promise and the responsibility of a good fiduciary.
We believe you have the right to seek a relationship with a trusted, qualified financial partner, whether that is us or another. We are honored if we are entrusted with this responsibility.
Our Vision
To partner with a select group of advisors to help maximize their client’s Real Wealth to live a fulfilled life financially today and for generations to come.
Our Mission
At Discipline Wealth Solutions we seek to serve our partners needs through providing premier advice and service in wealth management. We seek to passionately and empathetically provide the highest standard of fiduciary care, always putting our partner’s clients’ best interest before our own.
Our Core Values
- To provide clients with highly trained professionals to serve their needs.
- To always do what is right.
- To provide timely, accurate service with a smile on our face and care in our voice and heart.
- To do what we say we will do when we say we would do it. We will clearly communicate any problem with the person we are serving if needed.
- To tell our clients what they need to hear, while respectfully understanding this may not always be what they want to hear.
- To provide an environment where our team members may lead and achieve a productive and successful professional and personal life.
- To transparently and eagerly partner with a client together on progress. To communicate both successes and challenges that arise in an open and direct manner with clients in order to achieve success.
- To be good stewards of our community through generously giving of our time and talents which we have been given.
- To treat clients, team members, and our community with care. To strive to add value and happiness to each other and the community we serve.
