July 15, 2019
What Makes Us Different
Redefining Wealth Management
Our clients tell us that we set ourselves apart based on our definition of “wealth management.” We have found that most advisors only cover investment consulting, but for us, we believe wealth management is the sum of investment consulting, advanced planning, and relationship management.
Our Consultative Process
It starts with our process for delivering wealth management – a carefully crafted set of steps that we’ve created and refined over the past decade. Our process enables us to fulfill our ultimate goal of nurturing quality, life-long relationships.
Our Second-Opinion Service
We will meet with your friends, family members and associates for a Discovery Meeting. We will look to confirm that they are on track to achieve their goals with their current financial advisor. However, if they're not on track, we will suggest ways in which we can help - including the recommendation of another provider if we are not a good fit for their unique needs.
Excellence in service to
Individuals & Families in Transition
We have had the privilege of guiding generations of clients, applying discretion and a consultative approach to managing the complexities that accompany wealth. Our offerings reflect the distinct needs of the families we serve, including coordination with other professional advisors such as CPAs and attorneys to ensure our service is in harmony with all aspects of your life.
Providing investment solutions for
As a business owner, you’ve built something you care about – and you want to see it last. We understand. We’re well-versed in the challenges and opportunities before you. As your financial guide, we help you further your own brand of success by giving you the confidence to focus on what you do best.