How EWealthMgmt started their postcard, flyer or print journey
Who are you known as?
Efficient Wealth Management, LLC.
What industry do you think your business is most related to?
Accounting & Financial
Tell us a bit about who you are and the people you reach
Efficient Wealth Management is an independent, fee-only wealth management advisor firm located in The Woodlands, Texas.
Our mission is to provide a consultative wealth management solution that goes beyond investment consulting to include the advanced planning needs of our clients
We offer investment consulting strategies that help our clients protect their wealth while working toward their financial goals. Moreover, working with our team of experts, we provide advanced planning solutions that help our clients mitigate their taxes, take care of their heirs, protect their assets from being unjustly taken, and maximize the impact of their charitable giving.
What inspires you and how do you envision the design for your business?
We are hosting a dinner party next week on Nov. 13 at a local restaurant, and would like to create a 'Second Opinion Service' Flyer that we can distribute with the intent of getting referrals from our clients to bring new clients to our firm.