Wealth Manager
~ Robin L. Patin
My Financial Journey
I’m not your average Financial Advisor. I know you’ve heard that before, but really… I’m different.
From the moment I sat in the “command chair” at my desk servicing clients eight years ago and people gave me the great honor and privilege of managing their hard earned money, I knew something was different about this field.
It’s emotion. All emotions. I see people at their lowest and their highest. I hear about sick relatives, disintegrating marriages, kids' graduations, retirements, birth, life, death and everything in between. The money is energy - currency to help people achieve their goals in life. Take care of their families and themselves in their times of need and of great joy.
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Wealth Management is counseling with
an overlay of money.
When you're my client, I want to know your story. This is what I offer
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I’ll pick up the phone and talk to you even during difficult times.
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I’m a thought partner that can answer questions and bring solid recommendations.
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Your favorite line is “just speak to my accountant/estate lawyer/business law specialist.” I love to partner with professionals.
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You manage family money – family can be challenging. I have “superfamilies” and handled the intricacies around wealth.
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You want someone who won’t bring problems – but will instead bring you solutions.
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You don’t mind a broken record. I’ll remind you to update your estate plan or rebalance your portfolio. You’ll eventually do it – in a way that you’ll feel good about it.
"Robin's ability to deliver actionable strategies for financial success made the talk engaging."
Darell Austin, Jr. ,
Chief of Staff Global Merchant Services at Visa
I can't wait to hear from you!
The best way for us to connect is to fill out this info or email directly at robin@robinpatin.com. You’ll get a reply within 48 hours. I am looking forward to connecting!