Travel is the one thing that makes us richer.
That’s why we believe investing in extraordinary experiences is as important as investing in a financial future.
An alliance that unlocks opportunities.
From financial security to lifestyle services, we believe planning for the future is not about where to go, but how to get there. That's why we're banking on the 85% of wealth management clients who prioritize travel as a top lifestyle objective. While financial planning and travel experiences may seem like different worlds, it's our shared mindset of "calculated investment" that aligns our vision to empower others. Get ready for an alliance that is equally dedicated to building a traveling legacy, as your team is to building a financial future.
Your clients care about travel.
At the heart of financial planning lies the freedom to explore the world. Many wealth management clients view travel as an integral part of their future, and we understand the significance of crafting meaningful, long-term relationships. Through in-depth consultations, we collaborate with clients to develop multi-year travel portfolios that align with their financial goals and personal aspirations.
We share a vision.
While we might work in different arenas, our goal is to provide elevated service that leads to an exceptional future—Wealth Management in the financial world and Travel Concierge in the travel industry. We believe in people over products, focusing on relationships to build life-long connections founded on trust. In fact, we are so passionate about it, that we have eliminated the term “sales” by living out the mindset of “I believe in this.” Get ready for a relationship that positions travel as a worthwhile investment.
We specialize in serving wealth management clients.
We encourage clients to think of travel in multi-year increments where value grows over time. We believe true wealth lies in legacy travel, bucket lists, educational experiences, cultural getaways, and multi-generational trips that bring friends and families together.
Get ready for an alliance that will take your clients around the world.
Benefits your clients will enjoy with Travel Concierge:
Deep Knowledge & Expertise: The Travel Concierge team, who collectively has more than 100 years of experience, traveled to more than 500 countries, and share a genuine passion for providing the best travel experiences.
Personal & Customized Travel Program: Travel Concierge offers complimentary consultations to gain an in-depth understanding of your client’s travel aspirations. Our behind-the-scenes team of travel curators design experiences that are customizable and tailor-made.
Exclusive Travel Experiences: Travel Concierge has unique relationships with the most well-respected and innovative suppliers, providing access to unique travel experiences, exclusive offers, and travel perks.
Peace of Mind: We are here, not only here to guide your clients with up-to-date insight on travel requirements, but we’re also available 24/7 to help solve any problems they may encounter — no matter where they are in the world.
“We’re a team of travelers who thrive on creating mind-blowing experiences.”
Jeff Lavender
FOUNDER & CHIEF EXPERIENCE OFFICER
In 2020 — when dreams were fading and people were distancing — Jeff had the vision to bring a select group of people together for the sole purpose of dreaming even bigger. It was a risky move, but one he believed in, to the point he picked up the phone and asked the one question no one was asking: “Do you still believe in travel?”
The answer was a resounding “yes.”
On the other line were Kristine Potter and Jean-Marc LeDoux. By the beginning of 2021, we welcomed Marlise Kast, Madelyn Reyes, and Vickie Ludlow to our tribe. With the most recent additions of Lana Herzan and Kathi Myers Couch, our team quickly grew to more than eight world travelers — each bringing a specific skill set to the table that Jeff desired for his budding venture.
Together, we stacked hands, knowing there is strength in unity, magic in collaboration, and harmony in teamwork. Even when breaking news told us otherwise, we held firm and pressed forward, building a brand we believed in . . . one that has taken clients around the world when they needed it most.
Why is it important that you know the team behind Travel Concierge?
Because experience matters.
To learn more about a partnership with Travel Concierge, drop Jeff a note.
