Clients
Who We Serve
The majority of our clients are business owners, retirees, and affluent investors who understand risk and what it takes to invest. Our clients value the proactive portfolio management and communication we can provide through discretionary advisory services. This gives us an opportunity to update them on market conditions and allows us to address new investment opportunities we believe best align with their needs. We offer the capability to provide multigenerational planning for client households, as we have a transition plan in place to help ensure our level of client service will seamlessly continue for future generations.
Our Relationship
When building a relationship with a client, we begin by gathering both personal and financial information. This information allows us to build a wealth management plan and allocate assets appropriately to pursue their financial goals. We then continue communication to build a personal relationship, reallocate investments as needed, and update our clients on investment progress through periodic performance discussions with them.
What to Expect
Our team excels in collaboration. While we each have our own areas of expertise, our main priority is understanding you financial status and goals. If your usual point of contact is not available, our practice is structured to have someone present who can provide relevant suggestions and insights to you – a distinct advantage of working with a collaborative team. Our commitment to you is that a member of our team will be present in the office on each trading day of the year.
Asset allocation does not ensure a profit or protect against loss. Rebalancing may have tax consequences, which you should discuss with your tax advisor.
Our Relationship
When building a relationship with a client, we begin by gathering both personal and financial information. This information allows us to build a wealth management plan and allocate assets appropriately to pursue their financial goals. We then continue communication to build a personal relationship, reallocate investments as needed, and update our clients on investment progress through periodic performance discussions with them.
What to Expect
Our team excels in collaboration. While we each have our own areas of expertise, our main priority is understanding you financial status and goals. If your usual point of contact is not available, our practice is structured to have someone present who can provide relevant suggestions and insights to you – a distinct advantage of working with a collaborative team. Our commitment to you is that a member of our team will be present in the office on each trading day of the year.
Asset allocation does not ensure a profit or protect against loss. Rebalancing may have tax consequences, which you should discuss with your tax advisor.