relationships
 

Unique Relationships

Each year we invite a limited number of individuals and families to become our clients. Every client relationship begins with an initial consultation focused on core values and financial goals. Provided there is a sense of alignment, we set mutual expectations and determine an appropriate path forward. Our clients partner with us to implement investment strategies and receive ongoing wealth management advice.

Client Expectations

  • A goal-oriented, values-based, confidential relationship with a trusted advisor
  • Objective analysis, independent advice, and clear strategies
  • Exceptional client service and access to staff—with a quick response time
  • Full and fair disclosure regarding all aspects of risks and fees
  • A reliable transition team for new clients
  • An interactive, client-focused website
  • Regular meetings with an advisor
  • Opportunities for more in-depth education