Client Experience

We seek lasting relationships that feel like family.

Some of our clients have been with us for almost 30 years, dating back to the beginning of Paul’s predecessor practice prior to the founding of 5T Wealth, LLC in 1998.

We cherish these relationships. We work extremely hard to preserve them, but no less hard for our newer clients. We value each and every one of our clients.

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.

Services for business owners who are quite diverse but are working toward common goals.

Among our clients there is significant diversity in age, ethnicity, location and life style. Our clients are men and women, single and married.

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.