We have clients who have been with us for 25 years, dating back to the beginning of Paul Krsek’s predecessor practice prior to the founding of 5T Wealth Management, LLC in 1998.
We consider that to be “longevity”. We think it speaks volumes about the fact that our clients become like family.
Our mission statement is
• To be the trusted wealth manager for individuals, and families who are seeking long term financial security and wish to use their personal and financial resources to make their lives more meaningful and productive for themselves and their community.
• Our clients understand that we manage their money like it was our own and that we care for them like they were members of our family.
We hope you will consider making us family.
Among our clients there is significant diversity in age, ethnicity, location and life style. Our clients are men and women, single and married.
However, the majority of our clients are owners of their own businesses or retired from running their own business.
We understand entrepreneurs. We know how hard you work and that you need reliable advisors who are on your team and support every goal and aspiration you have.
We also understand that your business is probably your biggest investment and asset. We want to help you capitalize on that during your working career and help you transition through succession planning or an outright sale.
Our wealth management clients usually have liquid investable assets of $1 million or more. We also work with clients who are referred to us by existing clients who do not meet this threshold.
Our Family Office clients have liquid investable assets of $15 million or more and total estates that are significantly larger.
Our fees for services are published and available to qualified prospects on request.