Service 
Communication & Contact:
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Response time commitment of 24 hours
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Availability of any team member
- Consistent and reliable meeting schedule and check in calls customized to our clients’ preferences
- Specialized reporting delivered semiannually in addition to regular monthly reporting.
- Weekly enewsletter: For the past 15 years (since ‘05!) our team has sent out a weekly enewsletter every Friday afternoon. For a sample, see here or contact us for a free 3 month subscription. We want our clients to be able to stay informed, each and every week!
Educational content: team driven videos and written documents to enhance financial literacy |
Administrative Excellence: recognized by peers for outstanding documentation and compliance management
Highly competitive cost structure: Continual analysis, and adjustment when needed, to ensure integrity in our pricing. In 2019, we chose to lower our fees.
Recognized as a Premium Wealth Advisory Team: stated by third party practice management group.
Integrated Collaboration: with other professionals that our clients work with and our team selected subject experts.
Depth of Team: like any good business we look at continuity and succession planning. Our depth of team and cross functional skills protect our client’s interest long-term
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