Alexander Schmitz

At One Wealth Advisors, a primary driver behind the growth of our business has been from client referrals. Our philosophy has been that the more we focus on client service and planning, the more clients might be inclined to introduce us to a friend, family member or any other individual in their network. Upon being introduced to a prospective client, oftentimes we are asked, “What is your minimum?” When we first started One Wealth my favorite answer was to say, “Our minimums are nice people!”

For most people, there is a general consensus that you should grind it out with a job for many years in order to ultimately reach a point where you can retire and enjoy not having to work. I would contend that while this can be true for some, I have often observed that those who stick to this ideal might ultimately find themselves unfulfilled once they are “retired.” Also – why not aspire to eventually find a profession that you enjoy, affords you autonomy, and allows you to work with flexibility well into your later years? We understand this is not always possible for many people.