How We Work With You


Our client relationships are the most important aspect of our business and developing them are lifelong and multi-generational commitments. We have found clients that have been with us for years have remained with us largely because of our disciplined approach to investing and high-touch client service model. At the heart of our service model are six steps of the Financial Planning process we follow:

 

 

 

 

 

 

In addition to the Financial Planning process we follow, together we will have regular meetings in-person or via teleconference/Skype, and you will have access to a team of dedicated professionals when you need us.

Unlike large Wall Street brokerage firms or banks, we do not have an inventory of investment products to sell you. By working under the Fiduciary standard, it allows us to advise you and your family with your best interest in mind. And by having custodial relationships in place with Charles Schwab, Fidelity, TD Ameritrade and Raymond James, you can trust your assets are being safeguarded at one of the most reputable firms in the world. The custodians we partner with hold your securities and cash, provide real-time information about your accounts, and send you monthly statements.