Client Experience

All clients differ in their goals, circumstances and risk tolerance, but every new client will receive unsurpassed service via our Wealth Management process.  This consultative process usually unfolds over a series of meetings: 

At the discovery meeting, you will have the opportunity to learn more about our firm and meet our team of financial specialists.  After meeting with the members of our team and gaining an understanding of our firm’s services and capabilities, we move to the most important part of the meeting: listening to you, answering your questions and understanding your goals.            

At the preliminary investment plan meeting, we will take the information provided in the first meeting and recommend an asset allocation that is uniquely suited for your portfolio.  We will also review the investment policy statement which formally describes the investment philosophy and strategies that guide our asset management process. 

At the investment plan implementation meeting, we will present our investment recommendations, explain why we like them, and show how they are aligned with the client’s overall objectives. 

At the initial progress meeting, we will guide you through the electronic & print resources available to you as a client, including electronic account access, quarterly performance reports, and monthly investment letters.

At the regular progress meetings, typically held quarterly, we will report the progress you’re making toward achieving your goals and discuss any important changes in your life that might call for an adjustment to your investment plan.     

Our greatest satisfaction is in seeing the goals and objectives of our clients become realities.  Cultivating trust and creating peace of mind for our clients are our highest priorities.  We believe this interactive process allows that to happen.