In an initial meeting, we sit down with you and discuss what you want to have happen in your life, if there might be a fit and if so, what
information needs gathered and what the next step will be.
If there is a fit and you become a client, you can expect:
- A focus on you, your goals, and your attitudes toward risk.
- A peace of mind from tying up loose ends.
- A ongoing relationship with your advisor.
- Daily portfolio supervision to look for any needed adjustments.
- Communication is open and every client is encouraged to ask questions at any time.
- In addition to periodic review meetings, clients also receive newsletters and market commentary, performance updates, and discussions about any important breaking
economic and market events.
- You will have 24/7 online access to your accounts through our secure client web portal. In the client portal, you can aggregate
all of your financial accounts to keep tabs on your whole financial picture in real time. You can securely chat with your advisor and safely upload scanned documents if