Our mission is to provide you with an integrated and multi-disciplinary wealth management solution including all aspects of managing, protecting and transferring wealth, including investments, insurance, tax efficiency, estate planning, retirement planning, cash management, planned giving, trusts and wills.
Process
We apply disciplined, holistic, transparent and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.
We will:
- Assess your financial goals and level of risk tolerance
- Develop a strategic and effective in-depth plan based on your current financial picture
- Put your customized investment plan into action, monitoring its progress over both the short and long term, with a responsibility to keep you informed based on your needs
- Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary to achieve meaningful performance
- Encourage open dialogue with your accountant and attorney if/when required
- Identify your interests, if any, in our HNW services beyond traditional investing
We take the time to get to know you, the real you. We want to know what you’re all about. What’s important to you, what makes you tick. Money is a means to end, not an end in and of itself. We want to clearly understand the purpose of your investments (retirement, current income, estate, legacy considerations, etc.). Once we have a solid understanding of you and your family, we will develop a strategic and effective in-depth plan that addresses all of your financial goals.
