Insight into the people we serve

One characteristic common among many of our clients is that they are going through a difficult time emotionally, whether from a divorce, death or selling the family business. They need someone to help them with not only the financial aspects of these situations, but the emotional ones as well.

Our clients want to know that they will have enough money to last them the rest of their lives. They want to work with an advisor that will create a comprehensive financial plan for them, and they appreciate regular contact with their team and seeing their portfolio making progress toward their goals.

Our clients expect us to help them make sense of the headlines and explain what steps are needed to use the news to their benefit. Sometimes they just need to vent and know that we will not judge them for asking questions or sharing their opinions. Sometimes they ask us to help them voice their opinions to their own family. We serve as their sounding board, their resource and their advocate.

Our clients expect proactive communication regarding the topics that are most important to them. Typically busy and focused on daily priorities, our clients expect us to keep them on track to reach their long-term goals. Sometimes we are the thorn in their side who reminds them to update their will, who educates, debates options, but never loses sight of putting their best interest above everything else.