As our client, you can expect a client-focused approach. As such, we strive to never have our phones go unanswered, and the voice on the other end never go unrecognized. Our team has a coordinated approach to be familiar with the needs and unique situations of each and every client.
We primarily serve affluent families across multiple generations, which include a healthy mix of business owners, executives, and family offices. We often work with clients who have complex estate plans and tax situations, in which we coordinate with your attorneys and CPAs. Our ideal prospects are individuals or families with $2 million or more of investible assets who are seeking a full-service relationship with a high-net-worth wealth management team.
We maintain and grow our relationship by educating our clients on all the various services we provide. Financial advisors on our team are very patient, making sure your level of comfort is considered with each recommendation we make. We take the time to educate you on various strategies, to the extent that you are interested. The team takes into consideration various aspects of your current and future financial needs and goals in order to customize a plan that’s right for you. Creating, maintaining, and deepening these close relationships are our priority, all while making sure our clients know their plans and investment strategies are designed to be appropriate for their situation.
We evaluate our clients’ financial pictures and provide periodic reviews with clients based on their preferences. At minimum, comprehensive planning reviews are held annually, and portfolio performance updates are held either semi-annually or quarterly – whichever you prefer. These meetings can be in person or via phone, but whenever possible, we try to see each of our clients in person at least once a year. These meetings entail receiving life updates, reviewing performance and allocation, discussing capital markets and broader market-related themes, and updating your plan as needed.