An ongoing partnership for your
complex financial needs
To help you realize the greatest benefits of working with a financial advisor, we invest a significant amount of time getting to know you.
We believe it is imperative that we examine the medley of financial needs comprising each client’s personal and business situations. Your financial history, investment preferences, dreams, and priorities must be thoroughly understood as we work to become your steadfast financial partner.
We begin each client relationship with three financial exploration meetings. We do not charge a fee for these sessions because we believe you should be absolutely comfortable working with a financial advisor before money changes hands. Our financial exploration meetings include: