Keeping you on track
to meet your goals
You have questions, we have answers
We seek to work with clients desiring financial success – those who appreciate smart planning, disciplined investment decisions, and have a long-term perspective regarding their wealth.
While our clients generally invest more than $1 million with us, we gladly work with referrals, people who are important to our existing clients, and with investors and organizations who are serious about building their wealth. This requires a commitment to saving and prudent decision-making in order to attempt to gain financial success.
With our many years of experience we recognize that the client and advisor fit is extremely important. When we take on new client relationships, our conversations explicitly lay out what we will and won't do. During this process, we ascertain whether or not we have the ability to meet client objectives. Because we have a finite amount of time and resources, it is our responsibility to dedicate these to our clients and not to enter inappropriate engagements.
Simply stated, if we take you on as a client, it's because we think that working together we can help you meet your long-term goals.
Tell me and I'll forget, teach me and I may remember, involve me and I learn.
