We believe success is built slowly and steadily.
We are the tortoise, not the hare.
Our team’s approach to their work is much the same way we approach all the other aspects of our lives— with a fine balance of genuine enthusiasm and good sense.
As your family’s personal advisors, we are passionate about helping you make intelligent, well-informed decisions. Spending time with you to understand your most important values, relationships and goals is how we can keep you on a deliberate, constant path toward the future you want for your family. We aren’t interested in passing trends or in rushing the process. Our clients need sound research, time-tested methods, personal service, hard-earned wisdom and something even more fundamental – old-fashioned listening.
You will always be listened to and “heard”, and feel informed about unburdened by all financial matters important to you. The team will act as your confidante and you can speak about your most personal feelings and troubles, knowing you can get unbiased advice in strict confidence.
We get to know your family as well as we know the markets – to explore every goal and to ask the questions you didn’t know you needed answers to. Then we bring that knowledge together to build your long-term investment plans and wealth management plans so you can spend more time doing what is important to you.
We think of ourselves as stewards of our clients’ wealth. Over more than 40 years, we’ve developed and fine-tuned a unique Five-Step wealth management planning process designed to help us build solid financial plans and even stronger relationships. Step by step, we will ask you to answer thought-provoking and sometimes challenging questions so we can fully understand your most important values, relationships and goals. Once your objectives are developed, we can outline a sensible, comprehensive strategy, and pursue your goals wholeheartedly.
Our Discovery Meeting's primary purpose is to identify your most important values, relationships and lifelong goals. We do so by asking deep, open-ended questions. Throughout the meeting, your answers are documented in a simplified format that is easy for you to understand. Once complete, you will understand your current situation, your goals and what is necessary to achieve them. This in-depth understanding allows us deliver better results, and you to get better results.We call this our "Get to Know You" meetingOur Discovery Meeting's primary purpose is to identify your most important values, relationships and lifelong goals. We do so by asking deep, open-ended questions. Throughout the meeting, your answers are documented in a simplified format that is easy for you to understand. Once complete, you will understand your current situation, your goals and what is necessary to achieve them. This in-depth understanding allows us deliver better results, and you to get better results.
During this meeting, we present your customized Investment Plan and Investment Policy Statement aligned with everything you discussed during the Discovery Meeting. The Investment Plan is a detailed analysis of your current situation, amid our recommendations how you can achieve your financial goals. In addition, we will detail our fees. Your Investment Policy Statement details our investment philosophy, and will serve as a reference tool for you in the future
Diagnostic of current situation, our recommendations for moving forward and details on our approach
After reviewing your Investment Plan & Investment Policy Statement, you will, undoubtedly, have many questions. Each will be answered in simple language that you can understand, and we will clarify all points to make sure we are all on the same page. Only after all of the other steps are complete, will we go through all paperwork to confirm our working relationship.
Allowing 45 Days for Your accounts to be set up and transferred, we then meet to discuss and detail your new account statements, confirmations and other paperwork you receive, You will also have a chance to see your new investment strategy in action. Once your questions are answered, and you are comfortable with your portfolio, we will move on to our Regular Progress Meetings.
You will receive your Advanced Plan which, along with your Investment Plan & Investment Policy Statement, completes your Wealth Management Plan. Your Advanced Plan is an agenda that measures your progress toward achieving your goals. Included will be all of your financial challenges beyond just investment management. This allows you to prioritize your strategy for addressing each concern. In many cases, we will call on outside professionals, including tax advisors and attorneys, from our broad network of specialists