What sets you apart from other advisory firms?
How would you describe your approach?
We aim to be fully integrated and aware with our clients. The better we know each other the more value you’ll receive from us. We have a multi-generational style, meaning we want to be long-term partners with your family and deliver what you need with an emphasis on exceptional service.
What range of subject matter do you cover?
How to start saving to how to retire in style. Everything revolving around your cash flow and net worth is within our scope. From how to finance a big transaction to how to dispose of it with the tax liability minimized. Maximizing your asset growth to protecting assets against market anomalies and other risks. If it scratches the surface of ‘personal finance,’ we have you covered.
How are you compensated?
Nothing is hidden. Your fee is written in black and white within your client agreement. It is not embedded within any investment or insurance product. In addition to being good business practice, we think this helps clients size up the value of our service.
Do you act as custodian for client assets?
The custodian produces monthly and quarterly statements and delivers them directly to you.