Vision, Mission, Core Values
Vision Statement: Deepak Sheth and Kalpana Sheth and Family vision is to be recognized within the markets we serve as a best-in-class firm creating memorable client experiences built on our core values of trust, respect, caring, integrity and commitment.
Mission Statement: Our mission as an independent wealth management firm is to deliver objective and honest advice to our clients and serve as their Family Wealth Guardians. As a financial caretaker, we foster interaction and engagement with all of our client family members who seek to secure their wealth for generations. We strive to be recognized by our clients, employees, strategic partners, and the communities we serve as a best-in-class firm.
Strong relationships are built on trust by:
- Providing advice that is objective and forthright;
- Having transparency that builds an openness of communication; and
- Being proactive to disclose any conflicts of interest.
Our respect for ourselves guides our morals; respect of you and your family guides our manners by:
- Actions that demonstrate that our clients are our first priority;
- Having a collaborative relationship where listening is paramount; and
- Endeavoring to act in good faith.
We care about you and your family with the same passion as we do our own family by:
- Fostering interaction and engagement;
- Providing advice that is not encumbered by self-interest; and
- Creating a consultative experience that is based on honesty.
We approach our work and relationships with personal integrity by:
- Demonstrating trustworthiness in our actions and words;
- Showing our respect for each other, our clients and the firm; and
- Sharing a collective commitment to excellence and openness to listen, understand and respond.
We are committed to creating a best-in-class memorable experience by:
- Delivering a five-star client service commitment that goes above and beyond;
- Aligning with strategic partners that must adhere to our high quality standards; and
- Having unwavering independence.
Deepak ShethKalpana ShethRitesh ShethTejas Sheth