We deliver value to our clients through an on-going, intimate relationship that provides proactive advice and expertise to pursue their lifestyle goals. Our clients receive confidence knowing that their financial affairs are organized, monitored and implemented according to their needs and desires. You can also expect the following services:
- Objective and unbiased advice based on the information and objectives you provide.
- Strict confidentiality. Since our practice is based on referrals, it is imperative to us that we maintain the strictest confidentiality in all instances. While you may know of several clients with whom we work, we will not discuss the specifics of any situation under any circumstances.
- Courteous service from every member of our team.
- Prompt return of phone calls, most on the same day, or under unforeseen circumstances, within 24 hours by at least one member of our team.
- Periodic reviews, as agreed upon, but mostly quarterly.