Are We The Right Fit?
As a prospective client, it is likely you are a good fit if:
- You value a service oriented firm that can coordinate all the facets of your financial life: your investment planning, tax planning, retirement planning, estate planning, risk management and charitable giving.
- You insist on a fully disclosed and transparent process with no hidden conflicts of interest, no corporate biases, and no obfuscated fees.
- You prefer a boutique, personal firm with roots in the community that puts your interests ahead of its own.
- You delegate the implementation of your personalized wealth management strategies.