We're in this for life. Yours.
We aim to build a strong, long-term relationship with each client, because that's how we can deliver the greatest value. Many clients and their families have placed their trust in us throughout our more than 25 years of service.
Just like your family, our team is multi-generational
Having a multi-generational team is key to building a lasting relationship with our clients and their future generations.
We're exclusive.
For us—and our clients—chemistry is vitally important. We don't work with just anyone. We serve assertive and inquisitive clients whose life philosophies align with our own, and who want to share in the task of maximizing and protecting their wealth.
Knowledge. Our team has your bases covered.
The combined value of having a Chartered Financial Analyst (CFA) and Chartered Professional Accountant (CPA) on your side offers a vast depth of resources to work through your financial situation.
Our network is complete and impeccable.
We have formal, long-established working relationships with a full range of top professionals which we partner with to create effective, comprehensive wealth-management solutions for our clients. We also work with your existing trusted professionals.
We tailor a plan and approach for you.
Each household we work with has something unique to their family, lifestyle, or employment. We offer a personalized approach to planning and investing, with a detailed process of analysis and selection.
We are a fee-based team.
We are compensated by fees based on the services we deliver. It's a transparent approach that aligns client and advisor interests and removes conflict of interest. Performance and Risk are the measures.
Clients who work with us find tremendous value in what we do.
There's no easy way to explain the value we deliver, but a significant percent of the people who take the time to listen bring us their business and refer friends and family. After all, a referral is the biggest compliment for a job well done.
If you don't need our help, we'll tell you.
We're happy to take the time to assess every client's situation, even if it's just to provide reassurance that their financial management is sound.
We love what we do.
It makes us excited to partner with you and your family and are always thrilled to pick up the phone and continue our client conversations.