Relationships Are More Important Than Transactions
You may have noticed that many financial advisors take a transactional approach to working with you, identifying a client, closing the deal, and then moving on to the next one. We choose not to work that way because we believe you deserve more.
We develop a relationship, starting with discovery; we take you through our six stages of investment planning. Through it all, we continue to monitor your assets and when life may take you on a different path, we are there helping navigate that change. That is why we work by referral only.
Our primary source of new business is referrals from people who know and trust us. We don't have to spend precious time prospecting and promoting ourselves. We can dedicate ourselves fully to the activities that benefit you most, and strive to deliver truly exceptional service.
We Work For You...
From retiring early to funding a college education to fueling your passion for philanthropy, we want to know what’s important to you, your spouse, and your family — and how you see your needs changing over time.
Before we meet, we ask you to spend a little time reflecting on what’s truly important. Then, we lead you through a proven process designed to unearth details, create dialog, and build a basis of shared understanding.
