Everyone deserves the same level of service and integrity. Whether you have $100,000 or $100,000,000, you are equally as important to us as a client. We realize that people appreciate the little things, from personally answering the phone when someone calls to taking the necessary time during a meeting to understand each person individually or as a family.
In our opinion, there is a big difference between just having an investment adviser versus having a relationship with someone who you know is truly keeping an eye on your portfolio and acting in your best interest. As a fiduciary, we want to ensure that you are covered in all aspects of your financial life. We want to be there for you not only if you have long-term questions about pension, social security, and healthcare, but also if you have immediate concerns such as buying a car, relocating, inheriting an estate, changing careers or going through a divorce. We are also there as a mentor for your children and those around you who need guidance getting started on the right financial path.
Sometimes the most important benefit to a client is knowing that their spouse or loved one is taken care of if anything were to happen to them. In realizing that it is not all about investments, many times you find that people want simplicity and to know that there is someone there to count on through every stage of their life.