Working With Us

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Your request for help in achieving your financial goals is simple and reasonable. Our business, which is to make your financial goals a reality, is complex, requiring in-depth knowledge and experience, different skill sets, and extensive use of sophisticated technology with people trained to make it work effectively. Our goal is to deliver what we promise, provide a high level of service on a timely basis, and simplify your life. We find that the team approach works best not only to address your needs but also to match our people with what they like and do best. In this format, at least three people know your unique situation. We think this allows us to be small enough to know our clients well and provide personal attention, but large enough to have a depth of resources to handle most complex needs.

Client Advisor

Our client advisors have primary responsibility to learn and understand your unique needs and desires, to develop a financial plan to meet those needs, to answer any questions, and to keep your plan on track. Other team members implement and monitor the plan, freeing the advisor from details and allowing him or her to focus primarily on the client.

Our advisors tend to have a wealth of knowledge and experience in a broad range of areas, learned from being in business for over 25 years. They can easily answer your questions, raise questions we think you should be asking, and identify possible pitfalls to avoid.

As a New Client

When you select us as your advisor, we take you through an “onboarding” process that ensures that we are on our way to knowing you well and that all of your financial needs are accounted for. To learn more about the specific steps in our client service process, click here.