To help our clients manage their wealth through the transitions of life through education, communication and service which exceeds their expectations.
We want to be known as the most caring, collaborative and client-focused wealth management firm by building lifelong relationships with every client and those they care most about.
Our Promise to You:
127 PERSONAL TOUCHES A YEAR
We want to make sure our clients get the attention they deserve, that's why we go out of our way to make sure we have a minimum of at least 77 different interactions with you each year.
Weekly News Letters - 104 Monthly Statements - 12 Invites to Client Events - 2-4 Quarterly Paper Reviews - 4 Semi/Annual Review - 2 Client Seminars - 2 Birthday Cards - 1
EFFECTIVE GAME PLAN
It’s our job to understand the complexities of your situation and our financial plans are designed with your personalized goals in mind. We’ll continually evaluate your plan to make sure your financial plan is on track towards your goals and updated as your life changes.
ADVICE IN COMMON LANGUAGE
We speak your language to ensure you have a clear understanding of what we’re going to do with your money. Our on-going communications provide continual transparency so you’ll stay informed on the markets and know what’s happening with your investments.
You should know what you’re paying your advisor and how we apply those fees to your investments. We’ll explain our fee structure so you have confidence that you’re receiving value from your advisor. After our conversation, your questions will be answered and make sense to you.
MAKING YOUR LIFE EASIER
We want to add convenience to your lives and many of our services are designed to do just that. Whether working in tandem with your other advisors or providing holistic planning services, we’re on your team and offer simplicity and clarity to you.
Our team that serves you is knowledgeable and has been in this industry since 1979. We have experienced many events that have changed the financial world as we know it and we want to pass that information along to all of our clients. We exist to serve as your guide for life’s big tradeoff decisions and by working with us, we want you to be confident you made the right decisions.