Company Philosophy
At AERIE Preferred, we strive to be your financial Aerie: a safe haven for you and your family
An Aerie is a nest for large birds of prey, typically located high above the ground, on cliffs, or tall trees, providing a spectacular view of the surroundings. AERIE's mission is to provide our clients with a "bird's-eye view" of their financial situation, providing them with insights they would otherwise miss. AERIE Preferred constantly makes sure our clients have a safe, sturdy nest that will withstand the elements of risk in their financial futures. We will act as your "eagle eye" up above looking at the entire context of your financial world, developing customized solutions for your goals.
AERIE's Company Philosophy:
AERIE strives to change the way people experience wealth management and your wealth-building plan for financial freedom. Our commitment to prioritizing our clients' interests builds enduring relationships that span a lifetime filled with moments of discovery and, undoubtedly, surprises.
Our firm reflects the company’s philosophy – we innately value the close personal ongoing relationships we develop through integrity, honesty, fairness, caring, and trust. Our clients are family, and we make sure they are protected and help create every opportunity for positive growth, generation after generation.
Our Total Care Process will serve your needs in the most caring way possible. We want to know you and will ask about your highest life values, your long range desires and goals, and your short term needs and concerns. Our goal is to prepare and help protect your loved ones and legacy.