The Lineage Experience


1.      Lineage Wealth Management, Inc. (L.W.M) clients are the most important people in this practice whether they are visiting in person, by mail, or by phone. They deserve a timely response to all inquiries or contacts.


2.      L.W.M. clients are not dependent on us - we are dependent on them.


3.      L.W.M. clients are not an interruption of our work - they are the purpose of it. We are not doing them a favor handling their inquiries - they are doing us a favor by giving us an opportunity to earn their trust.


4.      L.W.M. clients are not to be argued with. No one ever wins an argument with an L.W.M. client.


5.      L.W.M. will hold in the strictest confidence, and consider as privileged, all business and personal information pertaining to our clients' affairs.


6.      In order to provide our clients with an optimal level of service, L.W.M. expects them to be continuously forthcoming with all relevant financial information.


7.      If you are displeased with any element of our service, L.W.M. expects the courtesy of timely notification so that we may address the issue.


8.      If you are pleased with your service experience and the progress you are making in actualizing your Financial Road Map Strategy, we would be honored to receive introductions to friends, family members, or business colleagues you believe would appreciate the same level of service from us.