Wealth Management is an ongoing process and we are committed to providing continuous support. Here are the services you can expect from our team.
Team of nine investment professionals who know you and are available to you.
Experienced Advisor assigned to understand your unique needs, preferences and goals who is committed to maintaining a long term work relationship with you.
Client Information Profile - Understand your unique needs, circumstances and preferences
Risk and Asset Mix - Discussion of preferences for risk and asset mix for each account
Financial Plan and Estate Review - Determine if detailed analysis and reporting is required. Schedule of Contact - Establish a regular review schedule
Access to monthly statements
Monthly research and notable new emails if interested
Quarterly newsletter and educational pieces
Quarterly email: news and upcoming events
Detailed tax information packages
Working with your tax advisor, as needed
Review of circumstances or changes
Constant monitoring of investments
Easily accessible through email or phone with a no-voicemail policy
Multiple touchpoints in between meetings
Secure online account access
Performance tracking to meet longer term goals
Detailed portfolio reports, prepared for each meeting
Access to our world class research
Seamless collaboration with other advisors (accountant, legal), upon request
Seminars and speakers on topics of interest
Complimentary consultations for family members