Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
Claire and her team have advised me for over 20 years on financial decisions like what to do with inheritance money. I have so appreciated her and them!
Claire Hallam and her team at IG Wealth Management have been instrumental in my decision of where to invest my retirement funds. The one aspect of her advice I appreciated the most was how to determine the best way to ensure that my children will receive an inheritance, while my husband and myself will still have a comfortable retirement period with the savings we have managed to secure.
Claire has been an excellent resource for both setting up and maintaining a diverse portfolio that meets all of our long term goals. She is:
- Very personable, knowledgeable and experienced.
- Consistently helpful with recommendations based on current conditions and individual goals.
We appreciate her professional services and feel very confident that our investment portfolio is in good hands!
With 33+ years in the financial services industry, and having obtained my CFP®, RFP, CLU and other designations, I know the importance of continuing education. This is one of the many reasons Claire Hallam, CFP®, is looking after my investment assets. Claire is exceptionally well informed and looks at things from a long-term perspective. She has the discipline not to be sidetracked by current news or other noise. I feel very comfortable and fortunate to have Claire and her team managing my assets.
