Emmes Wealth Management · 66 Split Rock Road · Syosset, NY 11791 · www.emmeswm.com

• They’re  good  people  who  areenjoyable  to  be  around.  Meaningthey’re  someone  I  would  welcomeinto  my  own  home  and  know  theywould feel the same way. • They care deeply about their family,friends and close relationships. • They  are  on  an  upward  trajectoryprofessionally and committed to theircareers. • They  are  forward  thinking  andgenuinely  interested  in  building  anever  improving  life  for  themselves,their family and community. • They  are  coachable,  teachable  andtrainable. Meaning they are open to arelationship and willing to work withsomeone  who  takes  a  teaching  andcoaching  approach  versus  justproviding an answer. • They  are  capable  of  thinking  longterm. They are genuinely interestedin a long term relationship and will beloyal to that relationship through theups and the downs. • They are someone who will addressissues  head  on  no  matter  how

uncomfortable it may be feel at timesbecause they know that by doing sothey will make progress. • They  are  someone  who  values  asecond  opinion  and  is  open  tofeedback. • They  are  open  to  sharing,  talking and  answering  thought  provokingquestions. • They are interested in planning basedaround their unique set of values andlong term goals. • They  might  be  feeling  a  bitunsettled  or  uncomfortable  withtheir  current  financial  plan  orsituation.  Meaning  they  might  havelots  of  different  financial  resourcesdoing lots of different things yet don’tknow  or  understand  how  it  is  allworking together.• They are someone who is genuinelylooking  for  a  caring  advisor  who  iscommitted to their future. • They  are  someone  who  wants  afiduciary standard of care and will usethis as the barometer for measuringrecommendations and decisions. 

• They are someone who is busy withwork,  family,  friends  and  life  thusthey prefer to delegate most of theirfinancial  planning  and  investingdecisions  to  a  person  the  trust  andhave confidence in. • They  have  a  myriad  of  financialchallenges  and  opportunities  frominvestment  planning  to  protectingtheir assets to tax planning and moreand want coordinated and integratedsolutions. • The live and/or work here on LongIsland.  Meaning  they  are  closeenough  so  that  we  can  have  ameaningful impact on their lives. • They have investable assets in excessof  $250,000  and  a  net  worth  (whatthey  own  minus  what  they  owe)  inexcess of $1,000,000.• They  are  between  the  ages  of  35years old and 75 years old.  Meaningif you fit the above profile, we don’treally care how young or old you are.

Who We Love HelpingAt Emmes Wealth Management, we love helping making a meaningful difference in the lives of the clients weare fortunate enough to advise. They types of clients we can help the most and enjoy advising share some orall of the following characteristics.

My name is Barry Goldberg and I am the Founder of Emmes Wealth Management. I am truly committed tomaking a meaningful and impactful difference in the lives of those people I am fortunate to advise.If you know anyone who fits some or all of the attributes above, we would welcome an opportunity to have acaring conversation with them to see if we can be of help in any way.