Every advisor tells you that they listen . . . but do they remember how you take your coffee? Where your kids go to school? Your golf handicap? We make it a point to build personal relationships with our clients, because we believe that’s the key to creating wealth-management strategies that truly fit.
Listening closely to your vision for your financial future enables us to design and manage your portfolio, choosing the specific investments that we believe have the greatest potential to achieve your objectives in light of your risk tolerance. Once you approve the plan and we implement it, you receive an in-depth portfolio analysis every quarter that includes recent transactions, quarterly and historical performance, and a detailed schedule of investments held.
Once we start our conversation, it continues for months and years. Ongoing, responsive communication is the key to our client-focused service model.