Contact

Let’s Get Started

We offer comprehensive, ongoing wealth management including the construction and continual monitoring of a professionally managed investment portfolio.

Around these portfolios we wrap consultative services to grow our clients’ assets, minimize tax liability, and help them avoid costly financial mistakes.

It is through this level of relationship we’ve earned a pristine track record of success with our clients.

Our Process

All steps in our initial series of meetings are complimentary. We invest in you to maximize the chances of building a valuable partnership. If at any point in the process we feel we’re not the right fit for you, we promise to let you know with tact and transparency.

Step One

DISCOVER MEETING

This virtual conversation is usually hosted via Zoom and takes approximately 45 minutes

This is our opportunity to find out what we need to know about you – your family, goals, and financials. This helps us build a meaningful plan that can evolve with you. During this meeting, we’ll talk about what you may expect as a client and how we will partner with you.

Step Two

INVESTMENT PLAN MEETING
This virtual conversation is usually hosted via Zoom and also takes approximately 60 minutes. We can ask for one week of time between meetings.

To help us prepare adequately for this meeting, we’ll ask you to send us relevant financial documents beforehand via a secure online portal.

Between Step One and Step Two, we will apply what we’ve learned about your goals and resources to what we know from years of working with clients and investment markets. In our Investment Plan meeting, we’ll present an investment plan that maximizes your chances of achieving what is important to you. You’ll have the opportunity to ask all the questions you’d like about the plan, our process, our firm, and what it’s like to be a client.

We designed these meetings so you will know what you need to know about working with us as your wealth management team. At the same time, we’ll both know if we want to move forward and create a working partnership.

Of course, great partnerships start with a meeting, so we hope you take the first step now by scheduling your Discover meeting.

Schedule a Call