“The desire to serve a select group of families and all of their financial needs.”
As of 2016, the US Department of Labor sited 249,400 Personal Financial Advisors with 30% job growth projected over the next decade. How is a responsible investor expected to differentiate the good from the not-so-good?
We specialize in Comprehensive Personal Wealth Management
~ Not insurance sales; Not tax returns; Not stock picking
We remain highly personalized by limiting advisors to 50 relationships
~ It is common for a single advisor to “serve” several hundred clients
We consider quarterly meetings to be the minimum standard for our clients
~ Many advisors have a goal of one meeting per year and fail to achieve even that
We know communication is the key to conveying and achieving your goals
~ We will start every meeting with an agenda and follow-up every meeting with a summary
We acknowledge you are entitled to privacy and security in your financial life
~ An online client portal allows us to collaborate on sensitive information privately and securely
We believe you are more than a number; you are our friends & our family
~ We will gladly trade higher profit margins for lifelong relationships