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