A personal approach: Attentive service and a personalized financial plan
Because no two families’ financial situations are exactly alike, we create a truly custom financial plan for each client. We do not simply use one-size-fits-all model investment portfolios as some financial firms may do. We will design a plan for you based on your investment time frame, risk tolerance, needs, goals and other unique considerations.
We are a very service-oriented group. When you first become our client, you will be introduced to your entire team. While you will have a lead advisor, everyone on your team will know you and always be willing and able to offer their expertise and service to you and your family members.
As clients and their families begin to work with us, they realize that we can provide assistance and guidance across a wide array of financial issues. These include: estate and tax planning, educational planning, charitable giving strategies, insurance and risk management, mortgages – all the financial matters people need – but we know when to defer to professional such as CPAs and attorneys.
Making sure all your financial matters are diligently addressed allows you to focus on the things and people that matter most in your life.