Our 3 Promises

WHAT WE BELIEVE TRULY SETS US APART

We understand that we are not just an advisor for your financial assets. The Plan we manage is about your clients’ security, future, and well-being. You need and deserve a seasoned partner.

Our 3 Promises

 

WE PROMISE TO FOCUS ON YOU

We intend to instill a feeling of confidence that comes from having a definite destination, a clear map for getting there and the commitment to move from point to point until you have arrived. Focusing on you means:

  • Active listening and discovery to thoroughly understand your goals and values
  • Personalized strategic recommendations with clear, concise reasoning and explanations
  • Regular monitoring, analysis and updates to keep your portfolio and your plan in the best position
  • Earning and maintaining your trust by producing results and improving your financial situation
  • You and your goals will drive every decision; your success is our highest priority

Benefit: A feeling of confidence that comes from having a clear picture of today and a strategy to pursue a vision of financial success.

WE PROMISE TO PROVIDE HOLISTIC GUIDANCE

We intend to evoke a feeling of comfort by proving that a seasoned and motivated team is providing well-informed advice and proactive guidance related to every aspect of your financial needs. Holistic guidance means:

  • A breadth and depth of knowledge and experience across a variety of wealth and nonprofit related issues that enable effective and efficient execution of your plan
  • A portfolio construction framework based on research-based strategies and principles and resulting in customized solutions molded to fit your specific needs
  • The ability to leverage and deliver  resources to our clients with a local, personal feel
  • Cutting edge, proactive investment solutions, sophisticated technology, a powerful investment platform and access to exceptional investment managers
  • Predictable investment returns for retirement, income, and growth

Benefit: A feeling of comfort knowing that a deep and experienced team is providing tailored advice and is acting as an advocate for our clients.

WE PROMISE TO NURTURE A PERSONAL RELATIONSHIP WITH YOU

We intend to offer you the peace of mind that comes from a relationship that is personal and centered on what matters most to you. A professional relationship with our firm is also a personal relationship with us, which means:

  • A firm-wide commitment to the highest standards of care, including accessibility and responsiveness
  • Ongoing, meaningful communication to keep you educated on key issues, updated on your progress, and ready to act when necessary
  • Building trust by taking the time to understand your vision, your goals, your needs and circumstances
  • Regular face-to-face meetings

Benefit: Peace of mind that comes from a relationship that is personal, and centered on what matters most to our clients.