What You Can Expect From Us

While we keep our client base fairly small – the size that works for the personal service we give to each client – we’re proud to say we’ve helped hundreds of clients and their families, relationships that in many cases span decades. They take advantage of our core competency of wealth management: Investment Management integrated with Financial Life Planning.

During your first year with us, we take you through a process designed to increase your sense of well-being and life satisfaction.

Gaining clarity

Through a series of deep and meaningful discussions, we discover what is important to you and what your priorities, goals and intentions are. We listen to learn about you and how you would like your assets to work for you.

Seeing the whole picture

We help organize your finances in a way that is more manageable. Together, we develop a clear picture of what you own and why you own it.

Becoming intentional about spending and saving

We discuss your spending priorities and choices. We help you plan for short-term and long-term goals, such as the purchase of a home, the sale of a business, a special trip, or college funding for children or grandchildren.

Laying the foundation

We present a thorough overview of our analysis, discuss our recommended investment strategy in detail and set priorities for the following meetings.

Protecting your assets

We help you identify risks that you and your family may be exposed to. In addition, we look at the so-called “third stage of life” and help you plan for the changing circumstances (and risks) you’re likely to experience as you age.

Mapping out your legacy

It’s a simple question – what do you want to leave to your family and favorite charitable causes? – with complex considerations before it can be fully answered. We work with you to uncover your definition of “legacy” and address the best ways to plan for it.

Performing an annual check-up

Every year, we review our accomplishments for the past year and set priorities for the next.  Your life isn’t static, so your financial planning shouldn’t be either. After the first year, we continue to meet regularly to review the progress of your financial plan and investment portfolio. As your life changes over time, we keep the plan up to date and adjust your portfolio as necessary to align with those changes.

We place no higher priority on any service than . . . well, service. In fact, we’re a little obsessed with it. We are always happy to hear from you – and always happy to hear about developments in your and your family’s life – and to help you with your questions and decisions.

Please get in touch if you’d like to set up a time to talk with us or meet in person.