My team works with a small group of affluent clients who are very busy in their day to day lives and are concerned about their work/life balance. We've developed and refined a process that enables us to manage both our client's assets and risks so they have the confidence and peace of mind that with a well developed, holistic wealth management plan, they will reach their ultimate life goals. We outline financial solutions that will not only sustain their current lifestyles, but will preserve and enhance their wealth for future generations.
We are able to build a sound investment plan by understanding our client's life situation and dreams. With careful consideration of their preferred investment style, we work together to achieve their goals. This is complemented by a service commitment for regular communication and review that fits the client's needs.
Within this framework, we analyze the current portfolio and provide recommendations based on the client's investment comfort level. Using the firm's top-rated research facilities, investments are selected to ensure protection of capital, tax minimization and growth for the overall portfolio.
All telephone calls are returned the same business day, either personally or by a member of our team, to assure our clients that we are accessible when they need us.
As part of our on-going commitment to service excellence, we have a strong belief in client education on all aspects of personal finance and investment through publications, newsletters, mail outs, phone calls, and personal discussions.
Fee-based accounts are strongly encouraged so that our compensation is clearly tied to the clients' success and to avoid any perceived conflict of interest between our role as Advisor and our particular recommendation to buy or sell any investment. This transparency ensures that we are creating value for our clients.
Finally, we are strong believers in professional upgrading and always welcome client feedback which would improve our services to help our clients manage their wealth more effectively so they can spend their time focusing on what's important to them.