Every client relationship begins with a planning checklist – the same one we’ve been using for more than 20 years – which gives us the full financial and personal lay of the land.
We are extremely thoughtful and thorough, always making sure our clients are well-positioned for whatever life throws their way.
With that deep understanding of each client’s circumstances and hopes for the future, we’re able to plan proactively, staying alert to any threats but also taking advantage of any tax mitigation and estate planning opportunities along the way.
We take a conservative, risk-managed approach to investing – we offer peace of mind, not a tendency toward chasing maximum returns through undue risk. We believe in “taking it slow and keeping it between the lines.”
We are a highly experienced team, but we continue to expand our practice to serve new generations of clients. Given these strong relationships we develop with our clients’ families, we are often retained as the primary advisors for their younger generations.
We limit the number of relationships to ensure that each client receives the attention they deserve. All new clients are by referral only with a $10 million minimum.
