ALISON Clientele

Over time, ALISON has found our firm's passions, talents and resources best serve professionals, entrepeneurs and retirees. Our clients tend to be individuals who have created or inherited their own wealth and want to preserve and transition their wealth and values to future generations.  They are passionate about positively impacting the lives of their loved ones, themselves or their community, often in ways that change the world.

Additionally, our location is easily asseccible to our local clients and our elaborate systems are designed to accommodate both our local and out of town clientele. Approximately 30% of our clients do not live in San Antonio and the surrounding area, but are located throughout the U.S.

Our clients are brilliant, energetic, down to earth, honest, to the point and are just fun to be around. They think big, expect a lot and want an adviser that understands who they are at the core.

Why are we so exclusive?

We are exclusive because our clients want someone to really know who t

hey are, what makes them tick and what they want for their life and legacy. Our clients desire a quarterback to facilitate a process to make their objectives happen in a manner that is not overwhelming. Because this requires in depth and comprehensive service,each of us limit the number of new clients to 3 to 4 per month, so we can give adequate attention to new and existing clientele.

Just as clients desire working with individuals who are knowledgeable, ethical and compatible in style to assist with their life’s work; We too are selective with whom we work because this is our life’s work and our reputation – therefore we only work with people who are ethical, honest about themselves, care about their future, and want to create a legacy for future generations and/or charitable interests that make a significant impact in the world.

1) Yes, we do not advertise, clients only find us through their friends and family.

2)Approximately 90% of our new clients are referred by existing clients and other advisers, and 10% are new clients by invitation/observation. Since we are referral only, please have your friends and family you refer to us, mention that your name when they reach out to us.

3)You can assure those you refer, that only after we interview each other and mutually agree that a "fit" exists, would we engage services, so they need not be worried about any obligation when they call to set up an initial appointment.

4)We value each person for who they are and appreciate the trust they each put in us to create, co-pilot and manage their unique situation, plan and assests with care, professionlism and accuracy. Thank You for being a part of our lives over the years. We look forward to many more.

 

"It is both an honor and privledge to be your trusted advisor.  Thank you for inviting us into your lives in this role.  We do not take our responsiblity lightly and value both the professional relationship and personal friendships that evolve ."

-Alison

 

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