7 Pillar Series - Value Added Services

7 Pillar Series - Value Added Services

April 21, 2021

Welcome to the last week in our Seven Pillar Series. And this week we’re going to talk about Value Added Services. What exactly is a Value Added Service? Here at Priebe Wealth, it starts with our clients, it starts with that mentality that if our clients have a problem we’re going to help them solve it. Or we’re going to find the person that can solve it for them. And one of the pieces that we see come up a lot is helping our older clients figure out new technology. Setting up the iPad so that they can facetime with their grandkids. Which over the course of the last year has taken on a whole new meaning.

But it doesn’t just stop there, if you’re looking to sell a house and you need a contact for a realtor, or you’re planning a vacation, maybe you’re expanding a business, we want to make sure we’re there to bounce idea’s off of, be that sounding board for you and help put you in touch with those who can help move you forward.

But it doesn’t just stop there, it extends to family and to your friends. At Priebe Wealth, if they’re important to you, they’re important to us, and so we want to make sure we’re there for them. And that doesn’t mean they need to become a client, but it does mean that we’re there to be their sounding board.

So if they have something going on in their life, and they want to bounce idea’s off of us, that’s what we’re there for and we want to be there for you. And that’s what it means if you’re working with Priebe Wealth, where we’re partnering with you for your financial future. That’s what it means to be there for you. And so I hope you’ve really enjoyed the last seven weeks and we look forward to continuing the conversation in the weeks ahead.


This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Priebe Wealth, a registered investment advisor and separate entity from LPL Financial.