Wealth Management Solutions
If you value expertise, timely service, and professional relationships, you will enjoy working with us.
To provide you with a consistent, high-quality level of service, we each maintain only a select number of client relationships, and get to know your situation inside and out. This allows us to provide you with timely, personal advice.
You can be confident in the advice we give, as we will happily put it in writing. As a client, you will receive detailed follow up emails after our meetings so we can ensure there is no question as to what we are recommending, and why.
Many representatives of larger firms are not even allowed to put their advice in writing, as the firms do not want to be liable for what their representatives may say!
You can also expect prompt replies to your questions. We have a company "best practices" policy that encourages same day responses to emails and calls. That doesn’t mean we are perfect, but it does mean we strive to get back to you as soon as we can.
Each advisor has a different area of specialty, so give us a call and tell us what you need. If we have the right expertise, we'll let you know. If we don't, we'll do our best to refer you to someone who does.