We can serve as a valued resource providing advice and investment strategies to complement your existing client services.
As an attorney, CPA, or other professional advisor, your clients rely on you for trusted guidance and advice. Through our team-based approach, we focus on collaborating with you to help your clients address their personal needs and achieve their financial goals.
We respect the important role you play in your clients' lives.
We can serve as a valued resource for your practice by providing access to advice and investment strategies that can complement your existing client services.
Our disciplined process provides your clients with clarity, confidence, and structure.
Our planning process is designed to help your clients gain clarity of all financial matters, confidence that they have identified their priorities and goals, and structure as we help your clients move forward with a process that continually evaluates their direction and adjusts to changes in their lives.
Your clients will receive highly personalized service.
We take the time to fully understand each client's financial picture and design a custom wealth management plan. Our disciplined client service process monitors each plan and keeps you and your client informed about progress towards key goals.
We are working with you for your client's success.
We have experience coordinating and participating in family meetings including family members, attorneys, CPAs, and other professionals to discuss family goals, challenges and outcomes so all parties work together for your client's success.We have experience coordinating and participating in family meetings including family members, attorneys, CPAs, and other professionals to discuss family goals, challenges and outcomes so all parties work in concert for your client's success.