Who You Are

The Role You Play Helps Us Fulfill Ours.

Wealth management is a “team sport.” It begins with our team members working with our Firm’s analysts – sharing research, exchanging ideas and crafting custom recommendations.

Beyond that, our most vital collaboration is with you. That’s why we maintain regular communication with you – and your other professional advisors. By doing so, every financial decision can support the long-term strategy we’ve agreed upon. Our knowledge of your changing circumstances is vital. It directly affects our ability to make timely adjustments to your investments and, if needed, your overall plan. For this reason, we encourage clients to contact us – whenever they believe it can serve their interests.

We are proud of our exceptional level of client service –
and even prouder of the clients we serve.

Our clients are affluent and diverse in many respects – age, stage, achievements, aspirations, and what brought them to us. We admire them for their achievements, as well as their family, community and philanthropic values.

DID YOU KNOW?

Our clients reside in 12 states. When not meeting face to face, our conference calls and podcasts help tell our story.

Our Second Opinions Program is just that: a second look at a family or friend’s investment portfolio. Too often we see that investors may own portfolios that could be riskier than they think they are. Please contact us today to see what our Second Opinions can mean to you, your family and friends.

The success of our clientele has spread them far and wide, to include multiple generations residing in 12 states. We travel frequently to see clients – to review changes in their lives and make timely adjustments. Face-to-face meetings are of paramount importance to them (and to us).

We are committed to having open and frequent conversation with you. Only through comfortable, honest dialogue can we provide responsive guidance and solutions. That’s why we ask – and strongly recommend – that you:

  • Share your comprehensive financial profile with our team, including any and all assets, income and tax information – as well as legacy planning documents.
  • Allow us to visit with you and spend time explaining our strategies. We care about your satisfaction and understanding.
  • Keep us informed of any changes in your financial life, your personal goals, or your family’s situation – and ask questions, anytime.