Working With Us
The Mutual Commitment
Our Commitment to the Client
1. We commit to one face to face meeting per year to address and review all aspects of your wealth management picture.
2. Additionally, we will touch base with you at least twice per year by phone or otherwise to review information with specific relevance to you.
3. We will always have a team member in the office to aid you with any ad hoc requests you might have.
1. We will ensure all aspects of your personal finances including financial planning, tax planning, estate planning, insurance and investments are cohesively organized. This removes our clients from the burden of managing multiple relationships.
2. We will manage your money with the appropriate balance of capital preservation and growth for your situation.
3. Our fees will be both competitive and reasonable with respect to the value we provide.
1. You will be treated with the highest level of respect and dignity.
2. We will return emails and phone messages within 24 hours.
3. There are no dumb questions and you will never be made to feel that you are putting us out by asking us about anything.
Our Clients’ Commitment to Us
1. You agree to take your financial future seriously and are consistently engaged in the wealth management process.
2. You agree to keep us abreast of anything that could reasonably be expected to affect your financial situation in any way.
3. You will let us know if we are not meeting your expectations in any way so that we can work together to correct the issue.