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Client Care

Partnering with a wealth management firm is an important decision.

Our purposeful approach engages our clients in four stages of strategy development:

(1) We dive deep into our clients’ goals and objectives while evaluating their individual situations. (2) Our Client Portfolio Managers develop customized proposals with recommendations that are unique to clients' needs and desires. Our proposal process may entail development of a full financial plan. (3) We ensure that the proposed strategy is truly and fully aligned with what the client wants and envisions. We may go back and forth between stage two and three to develop the most optimal strategy. (4) Coming full circle, we readjust the strategy as the client progresses through different stages of life, providing support in all other areas of life.


Client Service Commitment Model