SPONSORED CONTENT
BUSINESS SPOTLIGHT
SPONSORED CONTENT
Botkin Family Wealth Management
THE APPEAL OF THE HOMETOWN FEEL
T
he Peters Township-based firm of Les, Sara and Lester Bot-
kin have not only been helping families plan their futures
locally, but they’ve helped countless others through their
appearances in features in the Wall Street Journal and Reuters
News Service.
It’s that dedication to excellence that draws clients to their
firm and their drive to remain cutting edge in their field is un-
yielding. Lester, for example, recently received the Chartered
Financial Analyst designation, completing an internationally-rec-
ognized and rigorous program that four out of five applicants
do not. But expertise does not mean arrogance at Botkin Family
Wealth Management.
“We’re really welcoming, accessible and homey,” said Sara Bot-
kin. “Our office is unique and people just pull into the parking lot
and stop in. It’s not intimidating, where it’s on the 19th floor in
some high rise where you have to pay to park.”
Not only are the Botkins happy to leave behind the shackles of
corporate images, they’re happy to leave behind the corporate
practice of focusing on everything but the client.
“It’s exhilarating to have the freedom to deliver advice that is
unconstrained by the priorities of a big firm,” says Les
Botkin, CEO. At Botkin Family Wealth Management,
clients pay a fee for services and aren’t pushed into
purchasing proprietary products. What’s more, clients
receive the benefit of working with the entire Botkin
family, giving them the expertise and experience of
two generations of Certified Financial Planner profes-
sionals.
“Our typical client is a high-net worth investor
with $500,000 or more in assets who is retiring or
within five years of retirement,” says Sara Botkin, firm
president. “We help clients work toward their goals in
retirement by giving them a path to financial indepen-
dence.”
One of the best aspects of the way Botkin Fami-
ly Wealth Management approaches client finances
is that there’s no obligation to the prospective
client - preliminary, written financial plans are free.
“With all prospective clients, we schedule a
meeting to discuss their goals, whether that’s a
vacation home, world travel, or simply to get their
estate in order,” said Lester Botkin, Jr. “We explore
their risk tolerance and then come up with a writ-
ten financial plan with strategies to accomplish
those goals. The plan is theirs to review or discuss
with their attorney or whoever else they feel has a
stake in their financial well-being.”
More often than not, prospects become clients at Botkin Fam-
ily Wealth Management because they perceive that the level of
individualized planning, personal attention and communication
they’ll receive is far superior to most big-box firms that often see
clients as just another account.
Proactive communication with clients is a priority for the Bot-
kins. The team holds annual review meetings with each client,
reaches out through quarterly phone calls, provides market com-
mentary via email and regularly hosts lunch and dinner seminars
exclusively for clients.
For more information on Botkin Family Wealth Management,
go to their website at botkinfamilywealth.com, where you can
find a complete listing of all services, or call them to schedule a
meeting at 724.941.1737. Botkin Family Wealth Management is
located 2948 Washington Road in McMurray.
Securities offered through LPL Financial, member FINRA/SIPC.
Investment advice offered through Private Advisor Group, a registered investment
advisor.
Private advisor Group and Botkin Family Wealth Management are separate entities
from LPL Financial.
Upper St. Clair | Summer 2017 | icmags.com 63