An advisor who does things you’d never expect is exactly what you deserve. You might not expect your financial advisor to be there for you when a pipe bursts, to help with wedding plans after your daughter gets engaged, or to pick up the phone when you simply need to hear a reassuring voice, but maybe you should.
After all, there’s more to your financial goals than an investment portfolio or a retirement plan, so there should be more to your relationship with your financial advisor.
That’s why, in addition to our knowledge of finance and insight into investing, we strive to become experts on you – building a relationship as personal as it is professional. So we can help you fit all the pieces of your financial life together just as easily as we can help you decide which new car is the best fit for your family.
So why us? Because when you ask yourself, “Would my advisor do this for me?” we want your answer to be yes.