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About 37 Wealth

37 Wealth – the What and the Why

37 Wealth, which will mark 2019 as its first full year of existence, has a foundation that has been built upon by our team for over 35 years. A lot has changed since then – the practice has grown, the industry has evolved – so too, have our clients. In creating and naming the practice, the ultimate goal was to construct something that was a reflection of our collective past and a statement about our values – past, present and future.

Thirty-seven is a hat tip to our home state of Nebraska, the 37th state admitted to the union, and although our clientele is national, our roots are deeply Midwestern. We hope that in engaging with us, you see the same honest, hard-working, family-oriented and no ‘BS’ people that are characteristic of the towns that we came from and the ones we now live in.

The ‘Wealth’ in the name is probably both obvious, in its description of our practice as one that gives financial advice, and hopefully meaningful in that expresses our desire for simplicity. People’s financial lives can be incredibly complicated, but we believe the job of a planning team is to distill that into something that is simultaneously plain and useful. We hope to both educate clients on the ‘Whys’ and to make their implementation, however complicated, seem painless.

While our team draws on a long and meaningful history of investment management, helping clients to grow, sustain, and pass on wealth is an endeavor that is far more all-encompassing. Investments still play a role in what we do, but as a tool, built with each family in mind, that allows them to pursue the goals that they deem important. Tax strategies and tax-efficient investing, risk awareness and mitigation, maximization of withdrawal strategies, and of wealth-building tools are all a part of the essence of what we do – build financial plans for people with the goal being to allow them to do what they want to do, when they want to do it, and on their terms.

None of those things on their own would qualify an advisory practice as being unique. And for that matter, we don’t believe uniqueness in financial advice is necessarily synonymous with success. We hope that our delivery and reputation separate us. We also hope that our continued growth throughout the past three plus decades is testament to our clients’ collective experience with us and our ability to change with an industry that never stops doing just that. The fact that our practice is well-established allows us to continue to grow by choice and not by necessity – we’ll only offer to help you if we think it’s in our mutual interest and if it’s not, we’ll say so. We believe unfiltered honesty is an advantage for any successful business and one that benefits each client and potential client individually.

This isn’t some pie in the sky ideal, but it’s also a team sport. We care deeply about our clients and their goals and to achieve the things we set out to achieve requires client participation. While it’s our job to do the hard work and heavy-lifting, plans are only as good as the attention they receive – you have our word that if you allow us to walk you through your small part, we can help make sure the end result is meaningful for you. Thank you to those of you who have already entrusted us with your financial well-being and to those of you who will.

 

08/19