Our Value Proposition
Our mission is to build life-long client relationships based on a foundation of trust and client satisfaction. Our value is supported by our experience and knowledge of finances and estate investment planning, investments, and financial markets. We work with our Advisory clients to formulate a comprehensive investment plan, implement that plan, and provide ongoing guidance and direction. As we work to help our clients accomplish their ultimate individual and family goals, our focus never wavers from what is important - your needs, offering sound trustworthy investment advice, and providing a high level of service.
We limit the number of clients in our practice so that we can provide a concierge-level service and so that each of our clients has the best possible experience. We believe in long-term relationships and work to earn your continued trust. When investing, we strive to ensure that we establish a process for communication, seek to manage risk in your portfolio, and put your investment plan in writing.
We will help you to establish specific goals and objectives, and determine your appropriate risk tolerance. We will then develop a specific strategic asset allocation and document that strategy along with your goals and objectives through a written plan. You will have a diversified portfolio that fits your risk tolerance and is designed to be flexible and respond to changes in the markets and/or economy as well as your lifestyle.
As your primary point of contact for all of your financial as well as non-financial issues, we will work with your other advisors to help ensure that all of your needs are fulfilled.
We will assist you in all areas of finance such as: Estate Investment Planning, Retirement Planning, Intergenerational Planning, Wealth Transfer, Charitable Giving, Business Succession Planning, Insurance Planning*, and Risk Management. We will provide reviews, comprehensive communications and performance reporting, personalized communication (research reports and news on specific investments), timely research and updates on market or economic trends, opportunities to attend financial and investment education events, access to us and associates we work with for questions or needs, maintain a relationship with your other advisors, and communication through phone calls, email, and personal meetings.