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.
This 20-minute call gives us the opportunity to learn a little about you, understand why you’re reaching out to a financial advisor now, and gain a high-level summary of your current financial picture and goals. During this call we ensure your financial needs match our services and expertise.
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. This conversation is essential to our partnership.
To help us prepare adequately, we’ll ask you to send us relevant financial documents beforehand via a secure online portal.
Between Step Two and Step Three, 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.