For over 30 years I have been crafting protectorates for my client’s wealth so they are free to live lives of meaning and purpose.
This slightly unusual way of using the word protectorate is to emphasize that my greatest aim is ensuring my clients’ goals and dreams are heard, honored, and protected. The work I do is entirely about you my client, with a complete focus on you and what is important to you.
And so to that end, I build strong fortifications for your dreams by partnering with you. Together we design a blueprint for safeguarding, embellishing, augmenting, and growing your wealth. We work over time carefully and deliberately to avoid potholes and temptations born out of greed (e.g., from get-rich-quick schemes) and fear (e.g., over-reaction to headlines) so that you are able to achieve your dreams.
The Focus: YOU
My attention is placed completely on you, demonstrated at the outset of our relationship. Your visions, values, and desires are the important building blocks that are assimilated into your plan. Boilerplates and model allocations will not be a part of your plan. Instead, I build an advisory solution in which I partner with you to build a blueprint to put you in control of your money and your financial future.
My ancestors’ family name “Wayte” or Wayghte” means “to keep watch.” The Waites in medieval Wales and England were the trusted and vigilant advisors to the Royal Court. I wanted a name that would express both my love of my own family and my deep desire to serve the needs of other families whose own deepest desires are to create, protect, and manifest their own legacies.
The choice of a name for my firm was simple. Waite Financial it was and is.