Welcome to Mappa Wealth Management
Mappa Wealth Management was founded on a set of principles and ethics that states our clients always come first. We believe in a true partnership with our clients.
This is affirmed in three simple statements:
• We see ourselves as partners to our clients.
• It is our role to educate and ensure that our clients understand each and every recommendation we make.
• We work only in their best interest; we are fiduciaries.
As Founder and Principal, one of my roles is to make sure that these are the values that all of us at Mappa Wealth Management abide by as we have grown into a top independent financial services firm. They are the principles that continue to guide us as we help clients, their families and their businesses reach, not just their future goals, but help make sure that they enjoy life in the present as well. We feel so strongly that we have created a Client Bill of Rights that embodies our values and ethics.
At Mappa Wealth Management it is always about partnership.
Client Bill of Rights
Mappa Wealth Management puts clients first. We truly are dedicated to making a difference in the lives of our clients. We have put that philosophy into our Client Bill of Rights.
As a client of Mappa Wealth Management you have the right to:
• Be treated as we would treat ourselves, with respect, fairness and integrity
• Receive competent, knowledgeable and personalized advice
• Have any and all questions answered in a timely manner
• Absolute transparency and understanding of our recommendations and fee structure
• A financial plan that meets your unique and personal situation and objectives
• Respect for your privacy and personal information - we take security seriously
• Respect your values and your vision
• Be part of more than just a business relationship, for us it’s always about partnership.