BUILDING OUR RELATIONSHIP
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We maintain and grow our client relationships through dedicated service, helping them navigate through different market cycles. We look to employ time-tested strategies designed to thrive in bull and bear market cycles. Our clients value face-to-face meetings with independent guidance and experience around investment consulting and advanced planning.
“Everything should be as simple as it can be, but not simpler.”
– Albert Einstein
It is rare that our clients have taken full advantage of all the wealth structuring tools available. That's why we incorporate investment reporting technology that consolidates your investment accounts and allows us to periodically review your performance with you. We can also work closely with your legal and tax advisors, when appropriate, to deepen our understanding of your needs and help mitigate potential legal and tax liabilities.
“Above all, avoid the big mistakes.”
– Warren Buffett
ONGOING CONSULTATIONS
We leave it up to you to designate how often you would like to hear from us to discuss the general market environment, your portfolio's performance, and any changes in your wealth management plan. This conversation can be via phone or face-to-face appointment. Many of our clients like to meet monthly or quarterly, but some prefer only once a year. We will be glad to accommodate whichever schedule you prefer.
Bottom line, we want to get to know you on a personal level, including your children, grandchildren, and other loved ones who may need knowledge of your assets and retirement plan one day in the future. We appreciate our clients keeping us informed of big changes in their lives, such as marriage, births, divorce, and disabilities, so we are able to quickly discuss and make changes to their wealth management plans as appropriate.
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