Client Experience

Experienced wealth managers are available to meet with clients in person, over the phone, or via video call for periodic account reviews. These helpful reviews provide a forum for a rich discussion covering numerous topics, including recent changes that may have occurred in our clients’ financial lives, the current state of the markets, portfolio performance and positioning, and any other pertinent financial matters.

These meetings serve as one of the primary communication tools between our clients and us. Indeed, periodic account reviews are a key component of our broader financial planning process, providing us with important information that we use to monitor client progress as it relates to each client’s customized financial plan.

Things change. Whether it’s the birth of a child, the purchase of a new home, or a development in the markets, change is all around us. Being our clients’ trusted advisor is an ongoing responsibility, and we are committed to helping our clients make sound financial decisions through all of life’s twists and turns. We are here to provide the best advice possible for your specific needs.

Our clients consult us for advice on a myriad of issues, such as selecting a pension disbursement method, deciding what kind of IRA to open, and planning for a child’s education. Our relationships with our clients are lifetime commitments, and we are eager to provide unbiased, financial advice to our clients all along the way.

We take pride in our expertise and the high quality financial services that we provide to our clients, but we are not experts on everything. We focus on what we do best – prudently managing our clients’ assets and providing unbiased financial advice to our clients. However, our clients often require services that we do not offer, which is why we maintain an extensive network of highly skilled professionals, including accountants, mortgage brokers, insurance agents, and estate attorneys, among others.

While some firms choose to provide these services in-house, we have taken an independent approach to helping our clients obtain these services. We believe that this helps us avoid conflicts of interest that may otherwise arise as a result of recommending in-house services. In addition, maintaining a geographically diverse network of professionals gives us the ability to often recommend service providers who are conveniently located near our clients.