I recently finished an office space renovation with a past client of mine.
My client, Scott Cheney, is the founder of Twin Peaks Wealth Management. He provides wealth management, financial planning, and retirement plan consulting services for individuals, families and employers. We worked hard to create a space that reflected his professionalism and level of service.
We literally started this remodel with a blank slate:
Floor Plan Before:
We wanted to ensure that all clients of
Twin Peaks Wealth Management would feel comfortable, so we divided the space into a private working office, with a separate waiting room that was intended to be warm and inviting.
Twin Peaks Wealth Management would feel comfortable, so we divided the space into a private working office, with a separate waiting room that was intended to be warm and inviting.
Clients arriving for appointments are encouraged to help themselves to a beverage and to make themselves comfortable while they wait.
While they lounge, they are still reminded that this is a professional business, as money & business news is always streaming on the TV.
The wet bar provides all the necessary function in a small amount of space, while also acting as a focal point for the room.
Once you enter the main office, it’s all business. But it’s still comfortable.
If you’re in need of a wealth advisor, I highly recommend contacting Scott. He’s a genuine, honest guy, who truly cares about his clients. He’s also fun to work with (and how many people in the financial world can you really say that about?).