Our clients are successful people from all walks of life. It is our privilege to have assisted clients in achieving high levels of success throughout different financial life stages. Our most successful clients understand and value the importance of working with trusted advisors to develop and remain committed to long-term plans.
The first step involves scheduling a no cost, no obligation consultation, which can either be in person at our office or via zoom, with one of our advisors. The consultation allows us to learn more about your current financial life stage, and whether your goals involve creating wealth, growing your net worth, preserving wealth, and/or preparing to pass on wealth to future generations.
Collaboration and Goal Setting
The next step is for us to learn about your unique situation and needs. One step in this process is having you complete a Pocket Risk questionnaire, which helps assess your level of risk. The customized strategy that we design for you will reflect your current financial life stage as well as your individual goals. This means that we take the time to understand your specific needs and take into account factors such as attitudes toward risk, lifestyle, personal values, and desire to pass on wealth.
A Customized Portfolio
We create carefully selected, individualized portfolios tailored to meet your needs. We understand that no two clients are the same, and neither are their unique financial needs.
Ongoing Assessment and Updated Strategies
We provide you with a high level of service that includes ongoing-reassessment and the updating of strategies as needed. Periodic in-person or online reviews are conducted. We understand that our clients' financial goals and needs evolve over time as their life circumstances change.