Hello, my name is Candise Holmlund, Founder & President of Alaethes Wealth. “Alaethes” (a-LAY-thes) is the Greek word for “true”. The concept of true wealth informs my entire approach to serving my clients. Here’s what I can offer you:
An On-going Conversation
True wealth is about more than money. Through conversation I will learn about what is important to you, what worries you, what excites you, what brings you joy and peace of mind. I will strive to empower you to feel free to go on living the life you want to live while I focus on the details of your financial life.
A High-Touch Approach
I provide more than just good investment ideas. I offer personalized, comprehensive, high-touch wealth management. I will work hard to give you disciplined advice that is appropriate for your risk tolerance and your current situation. I will help you plan for the myriad financial challenges and opportunities that present themselves to you over the course of your life and on a daily basis.
A Relationship That Puts You First
My promise to you is to act in your best interest at all times. My ultimate goal is to create a deep and long lasting relationship with you. You will have the comfort of knowing that I am looking out for you and anticipating what requires your attention.
I work primarily with high net-worth individuals and families. I purposely limit the number of my client relationships so that I can provide superior service and build a high level of trust. I want you to see me as a partner in helping you meet your true wealth potential.
Candise C. Holmlund, CFA, CFP®, TEP, AEP®
If you would like more information about me, please visit my LinkedIn page or click here. If you are interested in what I have just described, please send me an email at firstname.lastname@example.org. Let’s talk about what matters to you.