How We Work
Service and personal attention are the hallmark of our team. It is our defining quality. The personal relationship that we develop with each of our clients starts with an initial meeting and continues as we periodically meet to deliver written portfolio performance reports and goal tracking outlines.
In short, we are service oriented. Our ongoing attention to the success of your financial goals, and the frequent communication with each of our clients, enables us to be a truly client focused firm.
Many of our new relationships are introduced to us by existing clients in part because of our high service standards. To learn more about this you may click here to review our Introduction Process. Please also review the following links to learn more about our planning process, our conduct, and our compensation.