Before I met Marlis Sawicki, I had been investing money on and off for over twenty years without any meaningful financial planning or advice. Over the course of my professional career, I had been deeply disappointed with the quality of advice I had received from a variety of banks, companies and independent advisers. Considering the quality of what I was offered, I decided to choose my own poor management over that of salespeople whose first allegiance was not to me.
When I first contacted Island Wealth Management I was contemplating a career change and finally needed real professional advice. I was not looking forward to the process of consulting with yet another salesperson and was pleasantly surprised by how accommodating and helpful Marlis was during our first meeting. She was a breath of fresh air.
I came to spend a fair amount of time consulting with Marlis and engaged her to prepare a full financial plan for me. The more I worked with Marlis, the more impressed I was with her skill, knowledge and obvious experience. She laid to rest some deep financial anxieties I had coped with for many years and showed me how I could comfortably make my career change while continuing to move towards my retirement goals.
I subsequently engaged Marlis to advise me with respect to financial investing and could not be more pleased with the portfolio she has built for me or the helpful and clear manner in which she explained how to put my money to work. She provides a very high quality and personally tailored service at a surprisingly affordable cost.
Marlis has transformed my perspective of my financial prospects and given me the tools to make some much needed changes in my life. Dealing with Marlis was a completely different experience from dealing with any other financial organization. I felt respected and heard at every turn. The level of on-going expertise, knowledge and open communication that Marlis continues to provide is superior to anything I’ve ever experienced in over twenty years of investigating options. I look forward to a long working relationship with Marlis. There is no one like her in the industry and I count myself lucky to be a client.
