Client Experience

As we’ve worked with clients over the years, we’ve confirmed that sound advice covers a range of issues.

Part of sound advice addresses the questions investors ask:

“What should I invest in?”
“Should I buy or sell?”
“Is my portfolio allocated properly?”
“How can I make my savings last?”
“How much risk am I taking?”

Sound advice also takes into account that investing can be a lived experience. The distress investors feel during those days, weeks or even months when the market is going down is real. That stress seems far more real than reasoned arguments about capital markets and long run returns.

When markets fall and emotions rise, investors can make poor decisions. Likewise, it can be tempting to chase returns or feel invincible when markets have big runs. One of our key roles as advisors is to make sure you keep a steady course when the bears or the bulls seem disproportionately large.

We also want to relieve you of investment complexities. In a way, investing can be quite simple. But issues like management costs, trading fees, taxes on gains, liquidity, ease of transfer to successors and issues surrounding required minimum distributions are often overlooked. Attending to apparently small details can make a significant difference over the long run.

Besides pure investment advice, you can count on timely, clear communication. We understand that accessibility, responsiveness and attentiveness to your concerns are key to your investment experience. We also know that educated investors are more likely to worry less so they can get on with what matters most in life.

Finally, we are fiduciaries. That means we are on your side. We put your interests first and are accountable as stewards of your wealth. We understand that investing is concerned with a range of issues, so we advocate for your goals.

Ultimately, we work with you, not just as advisor and investor but as partners collaborating for your financial success.

Values

We are fiduciaries. You are our first priority. We’re committed to doing what’s best for those we serve.

We are transparent. We make sure your questions are answered and you are apprised of all relevant information

We stay engaged. Your plan needs to be monitored and you need to stay informed about the issues that affect you.

We are responsive. We’re in the business of developing lifelong relationships. Your concerns are our concerns and they deserve attention.

We are accessible. Your advisor is a phone call away. The firm’s investment team is a walk down the hall.

Purpose

We impart clarity. With clarity, we can accurately identify where your finances stand today, where you are headed tomorrow, and how you are going to get there.

We instill confidence. Confidence means you worry less and spend more energy on the things that truly matter.

We lend an attentive ear. When we understand your goals, passions and values, we can create plans, encourage your commitment and share in your successes.

We offer comprehensive planning. We can help you manage the breadth of your financial portfolio.

We provide team-based solutions. You deserve expertise. Our team of specialists work in a range of areas across four planning areas.

Communication

We engage in regular reviews. You can expect a phone call or a meeting on a regular basis so we can exchange relevant information.

We provide useful technology. You deserve information at your fingertips. We provide the tools you need to find out how your accounts are performing at any given time.

We keep you up to date with newsletters and commentaries. You can expect detailed evaluations of how markets have performed and of the issues that merit attention going forward.

We host client seminars. Education is an important part of what we do. With knowledge, you can ask the right questions and have greater confidence in the choices you make.

We listen to client feedback. We are always looking to improve our service. In fact, if you’d like to offer input on our business – or even this website – please feel free to send us a note.

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