Who We Serve
We serve affluent families who value our approach and want to focus on their needs and goals. We know that every client’s experience is unique, so we ask the necessary questions when we begin our relationship. We believe the first step to building a new relationship is an open discussion to understand personalities, financial goals, fears, risk attitudes, experiences, and other factors that may impact their financial future.
We believe in periodic and open dialogue with our clients. When agreed to, we engage all family members in our process to know we have all the information needed to build a wealth management plan tailored to their situation. We hope to meet at least quarterly with clients, although some clients prefer more, and sometimes less meetings.