Who We Serve

We primarily work with individuals who are open to explaining their goals and complex needs.  In addition, we desire clients who are willing to follow our guidance in developing their wealth management plans on which we have both agreed.

What Can Clients Expect?

Clients can expect to have in-depth conversations with knowledgeable and caring financial advisors that want to see them surpass their own expectations.  We do not sacrifice the attention or effort that we put forth for our clients in order to simply accomplish tasks.  When a client works with our team, they can expect to feel as if they have a team that is dedicated to their financial well-being.

Our greatest accomplishment is helping our clients pursue their financial goals throughout their lives.  We are very proud of the fact that our clients believe in us so much that they ask their children to continue to work with our team.  As a result, we have many second-generation clients.

Where We Go From Here

We take steps to engage our clients in the financial planning process while developing a relationship based on trust.  We are continually striving to learn more about our clients to create a plan of attack that addresses their vast needs.  

We grow and maintain our client relationships by conducting annual reviews via face-to-face, phone, and e-mail conversations.  Although formal reviews happen once a year, we frequently review our clients' accounts and are readily available to address client questions during the year.