Boutique by design
Comprehensive and focused
From day one, TailorMade was designed as a boutique practice with a unique array of wealth management services for individuals, families, family offices and other advisors. At the same time, we have deep roots and traditional values recognizing that in today’s changing world, we must always question the well- established conventions. What may have worked yesterday, may not represent tomorrow’s solution.
As noted below, our guiding principles serve as the TailorMade standard – channeling our traditional roots with a maintained discipline all in pursuit of a common goal.
It is time to expect more from ‘Wealth Management’.
Our Guiding Principles
Representing the TailorMade Standard . . .
TailorMade delivers complex planning solutions and advisory services with trustworthiness and passion. We have a non-negotiable responsibility to our clients to be the best at what we do, and embrace that responsibility by adhering to our seven guiding principles. These principles serve as our benchmark allowing us to turn our expertise and experience into true value for our clients and partners.
Guiding Principle #1
We look at the big picture . . .
No two clients are quite the same. Although many clients have similar needs, each define their needs somewhat differently. Knowing that the wealth management industry has traditionally focused on the investment of liquid assets, our approach goes far beyond just liquid asset management.
The most important thing we do is to create “tailor-made” roadmaps for our clients – each unique, but all fundamentally based on a clients’ long-term goals. Our three questions serve as our guide for every decision: (1) who you are, (2) what do you care about, and (3) what do you want to accomplish.
Guiding Principle #2
We keep an open mind when planning . . .
Today’s world is far more complicated and volatile than years ago. Things change, people change, and tax laws always change. We fundamentally reject irrevocable planning based solely on events that may or may not happen decades in the future. A true plan will always balance today and tomorrow.
Guiding Principle #3
We believe in being patient, but flexible . . .
“Patient but flexible” means keeping your money on a steady path without overreacting to short-term fluctuations and maintaining the ability to deviate when appropriate opportunities arise.
Guiding Principle #4
We know where we fit and where we do not . . .
We maintain a focused and multidisciplinary team approach to serve a particular marketplace and type of clientele without distraction. As such, we may not be the right fit for all clients.
Guiding Principle #5
We prefer to take our time . . .
Our disciplined process is meant to check and recheck every step to minimize mistakes and ensure that every decision stays true to your long-term goals.
Guiding Principle #6
We reduce the noise . . .
By working with your existing advisors, evaluating your existing plan to identify areas to improve efficiency and simplify your financial life ensuring that “your” plan meets “your” objectives. Often, a few simple changes can make a big difference.
Guiding Principle #7
We believe in listening first . . .
We all learn by listening. Still, many advisors are better at dictating the services and products they offer instead of understanding what you want first. Listening and asking insightful questions represents a fundamental process that is critical to providing individualized solutions to address not just what client’s want, but also what they need.
Today, the collective wisdom of our relationships continues to define our beliefs and approach for our clients and partners.
Leadership
The primary difference between TailorMade and other wealth advisors is our people.
TailorMade’s leadership team has unparalleled experience in providing solutions to the financial elite, their families, their business and other advisors. Client relationships represent the foundation of our practice, and we hope to earn your trust and the role as your wealth manager for years and generations to come.
With more than 50 years of success and development in the financial services industry, we are dedicated to providing our clients and partners with a wide range of services. Our talented team, experience and expertise specializes in creating ‘tailor-made’ financial solutions that fit today.
“In order to run a successful organization, whether it is an empire, business or family, it takes a team working together for a collective goal.
Planning for the financial elite is definitely a team sport. –TMF”
CFP® | Certified Financial Planner™ | 
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
One conversation changes everything . . . let’s talk about it today!
Appointments by Request
9709 Lakeside Blvd. | Suite 375
The Woodlands, Texas 77381
Other Offices:
Charlotte, North Carolina
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