OUR
IDEAL CLIENT
BRISTLECONE
Efforts and courage are not enough without purpose and direction. – John F. Kennedy
BRISTLECONE
OUR IDEAL CLIENT We want to thank you for being a part of our practice and more importantly a part of our lives. After years of serving our clients we have learned many things, and several things have become clear. Perhaps our most important revelation over the years and through our experiences is that we cannot be all things to all people and deliver the level of service and commitment that individuals like you, our Ideal Clients, deserve. In addition to having developed and refined our proprietary process, The Vista Process , we have become aware of the clients we are most suited to partner with and serve.
OUR IDEAL CLIENTS: • Value relationships based upon mutual trust in and service to one another • Are friendly, nice people who respect our staff and our expertise • Are open, honest, and good communicators • Have a sense of humor and perspective, and don’t take themselves too seriously • Maintain a sense of purpose in their lives, know their whys and understand that money is always the how • Aspire to a work-optional lifestyle • Are self made, generally first generation to accumulate substantial wealth • Are financial delegators; they don’t micromanage or try to execute planning strategies themselves • Feel a sense of empowerment by listening, engaging, and acting on professional recommendations for following a clear path to financial independence
970.828.7000 | www.bristleconepw.com
BRISTLECONE
WHO WE ARE We are a boutique, private wealth office providing exceptional service and operational excellence to a limited number of families, business owners, and focused savers who aim to achieve and maintain a work optional lifestyle. We deploy our proprietary process called "The Vista Process" to assist clients in organizing, growing, protecting, and transferring their wealth, allowing them to concentrate on the things and individuals that matter most in their lives, namely family, occupation, and recreation. Money is the "How," and we support you in every step of the way so you can focus on your "Whys" in life.
“
Men of genius are admired, men of wealth are envied, men of power are feared, but only men of character are trusted.
– Zig Ziglar
”
679 E 2nd Ave, Unit 9, Durango, CO 81301
OUR PROCESS The VISTA Process is a comprehensive approach to financial planning that integrates wealth management with risk and debt management, tax planning, estate planning, and philanthropy. Our objective is to create a customized plan that encompasses all aspects of your financial life, enabling you to make informed decisions as circumstances change. Our risk management strategies are designed to cover all potential outcomes, with ongoing monitoring and adjustments to ensure your plan stays on track. As an independent firm, we are not obliged to sell proprietary products or services and only offer investments we believe are in your best interest. We operate on a fee basis, ensuring our interests are aligned with yours. Additionally, Jeff is an Accredited Investment Fiduciary, legally obligated to act in the best interests of our clients. We strive not just to know you, but completely understand what you value most.
WHY HOW
FAMILY
{ OCCUPATION RECREATION MONEY
CONTROL
PHILOSOPHY PLANNING DISCOVERY PROCESS
{
MATTERS
DESIGN DEPLOY
970.828.7000 | www.bristleconepw.com
BRISTLECONE
OUR PARTNERS A very important feature of our proprietary process, The VISTA Process, is partnering with like-minded CPAs and Attorneys. We recognize that for a financial plan to be complete and sustainable it must also address issues around tax planning, risk and debt management, and estate and legal concerns. Our partners are a key part of the process and ultimately help our clients reach their full potential around financial independence.
“
Great things are never done by one person. They’re done by a team of people
– Steve Jobs
”
679 E 2nd Ave, Unit 9, Durango, CO 81301
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970.828.7000 | www.bristleconepw.com
BRISTLECONE
BRISTLECONE
970.828.7000 | www.bristleconepw.com | 679 E 2nd Ave, Unit 9, Durango, CO 81301
Securities and Advisory Services Offered Through Prospera Financial Services, Inc. Member FINRA, SIPC • www.prosperafinancial.com