BANYANTREE WEALTH MANAGEMENT is a highly reputable financial management firm that offers personalized and comprehensive services to help clients achieve their financial goals. With over 20 years in business and $500 million in assets under management, the firm boasts a team of 10 experienced advisors who specialize in investment management, retirement planning, estate planning, tax planning, insurance planning, and education savings planning.
What sets BANYANTREE apart is its commitment to a client-centric approach and transparent, ethical practices. The firm does not earn commissions or sell proprietary products, ensuring unbiased advice and recommendations. Additionally, clients can expect a personalized experience as the advisors work closely with each individual or family to create customized financial plans.
BANYANTREE caters to a diverse range of clients, including high-net-worth individuals, families, business owners, and corporate clients. The firm's reputation for exceptional service and a client retention rate of over 95% speaks to its success in achieving client satisfaction. As a client, it is important to be aware of the firm's disclosures, which prioritize transparency and compliance with relevant regulations.