1 minute read
Wealth Management
by Hour Media
THE FACE OF
WEALTH MANAGEMENT
RENEE KITCHENS — WALDRON PRIVATE WEALTH
313-408-0855 | RKITCHENS@WALDRONPW.COM | WALDRONPRIVATEWEALTH.COM
Midwest native Renee Kitchens (Mendelssohn) is taking the fi nancial planning fi eld to new heights as she joins Waldron Private Wealth. Headquartered in Pittsburgh, Pa., Waldron is an independent wealth management fi rm catering to high-net-worth individuals and families. A highly credentialed specialist, Kitchens will lead and expand the fi rm’s operations in the Midwest.
What makes Waldron different? The firm is known for its low client-to-staff ratio, which is currently better than 5:1. This key differentiator allows Waldron advisers to customize planning and investment solutions for each client’s situation. Prospective Waldron clients are also o ered the fi rm’s unique GAP process. This three-step process involves Gathering information, an integrated Analysis, and the Presentation of the team’s preliminary planning and investment recommendations. Waldron invests 30 to 50 hours of time into GAP for each prospect without any obligation to the client, so they can experience the fi rm’s customized approach to wealth management fi rsthand.
