A Good Advisor is ...
Both coach and quarterback, on-demand psychologist and personal friend, historian and futurist.
We are simultaneously the person in our client's lives who gives them permission to enjoy the fruits of their
labour and the stern discipline they sometimes need when the fear or greed of the moment begins to take hold.
We have to remain detached and business-like when it comes to their money, but personally invested and
emotionally supportive when it comes to the challenges and triumphs of their lives.
It's a tricky thing, playing all these roles in our client's lives, but it is this combination of skills, training and
instinct that makes the value proposition of a true and capable fiduciary advisor incalculable - LITERALLY PRICELESS.