Discovery

DISCOVERING YOU AND YOUR WEALTH

YOU3When you meet with a Bland Garvey advisor, prepare for something different. If you’ve been around the block once or twice, you know the routine when you meet a new financial guru: They ask you how much money you’ve got. They tell you about the markets, their plans for your money and their firm’s stability. They seem nice and you hope, this time, you’ve gotten it right.

At Bland Garvey, we want you to do most of the talking. What do you enjoy doing? Who are the important people in your life? What do you want to achieve with your wealth? Sure, the markets and our credentials are important, and we’ll address them too. But first things first.

Managing wealth isn’t about your assets. It’s about you. That’s why we focus on listening to you first. THEN we offer distinct solutions to address the real financial complexities in your life. That’s discovery.

Learn more about the Bland Garvey client experience

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