Portfolio Manager, Financial Planner
Toll Free: 800-667-7717
As specialists in the creation, preservation and eventual transfer of family wealth from one generation to the next, it is my goal to develop and nurture a long lasting and professional relationship with you and your family. With that in mind, I have created this Service Commitment document that outlines my commitment to you, and your responsibilities in the client – advisor relationship.
My commitment to you
1. Confident and well thought-out advice.
2. Honest and transparent service.
3. Consistent, proven six step process.
4. A genuine desire to help you achieve your life goals.
5. Alleviation of the burden of these complex concerns in
6. We will take great care of any friends and family that
you introduce to us.
Your responsibilites in this process
1. Full disclosure.
2. Updates when there are any material changes in your
personal or financial health.
3. Prompt response to any inquiries or calls that we make.