At Mangrove Wealth Services, LLC, we take pride in seeing our clients live life on purpose.  To help ensure that outcome, our approach to wealth management is built upon a consistent process that begins from our very first contact with someone. We encourage people to consider reading the book Values-Based Financial Planning™ by Bill Bachrach, as a first step toward gaining control of your financial well-being. Click the link under the book to request your complimentary copy.

In addition to the book, we invite you to participate without obligation, in a brief 20-25 minute phone conversation with us.  The goal of this conversation is to maximize your understanding of key concepts in the book, which will translate into more time for you to enjoy those life experiences you value most. To fully live life on purpose!

If our discussion is of value to you, we will recommend a discovery meeting to more thoroughly understand your personal goals and milestones, what is most important in your life and your current financial reality.  This meeting marks the beginning of our unique LifeTides™ wealth management process, a systematic approach we apply throughout life’s highs and lows.

At the conclusion of our discovery meeting, we will determine if we are the right advisors to help you achieve your life’s goals.  If there is a fit, we'll explain how we might best be able to serve you.  If not, we will be happy to help you look for ways to find an advisor that would be a better fit for your needs.

We also realize that on occasion, people have immediate need for financial assistance due to life’s circumstances.  If so, we encourage you to call us directly and we will gladly discuss how we can explore what’s important to you and what you want to achieve. From that, we can mutally decide if a face-to-face meeting is appropriate.

Our commitment to you is to provide value at every step of the introduction process, without regard to whether we ever work together. 

That’s our way of helping you live life on purpose and successfully navigate the tides of life.

Click here for a map of our LifeTides™ wealth management process that starts with the Discovery Meeting.