We're Here When You Need Us

In a world where every second counts, communication isn’t just a method, it’s the cornerstone of trust and efficiency.

At Franklin Madison Private Wealth, we understand that high-achieving tech professionals like you expect communication that’s sophisticated and transparent and mirrors your professional world’s precision and clarity.

That’s why when it comes to communication, we’re proactive in our approach to reaching out on a regular basis, at least quarterly, monthly as needed, and we make ourselves available on-call when you need us most by offering an approach that suits you.

Your time is invaluable.

That’s why our communication model is built around immediacy and directness.

With us, you have a dedicated wealth manager who you communicate with directly, ensuring you receive personalized attention whenever you need it.

This means that your emails and phone calls are returned within 24 hours or less.

And this responsiveness is not just our commitment, it’s our standard.

You’re accustomed to the transparent, data-driven environment of the tech industry.

We mirror this sentiment in our communications with you.

That’s because when you work with us, you’ll always know where you stand when it comes to putting your wealth management strategies into motion.

Our frequent updates, grounded in an annual implementation schedule and detailed meeting recaps, combined with monthly educational content, are designed to keep you informed, engaged and most importantly, on track to achieving your legacy goals.

Our boutique approach means our communication strategies are as unique as you are.

Whether you prefer digital self-scheduling for meetings, secure chat for quick questions, or in-depth discussions during extended hours or weekends, our approach adapts to suit your needs and preferences.

We respect your time and lifestyle and ensure that our interactions fit seamlessly into your world.

Our relationship is a partnership rooted in mutual respect and open communication.

We listen to your concerns, respect your decisions, and value your input.

This collaborative decision-making approach ensures that while we provide expert guidance, the final choice always rests with you.

In a world where data is gold, we ensure the utmost privacy and security in our communications.

From SOC2 and HIPPA-compliant digital platforms to secure document vaults, we protect your information with the highest standards.

We bridge the gap between sophisticated wealth management strategies and a personal touch.

Our high-touch communication approach means we’re more than just wealth managers, we’re partners in your journey to build a lasting legacy for your family.