Philosophy and Process
Our mission is to help clients maintain and improve their standard of living by providing appropriate investment products and services, the personal attention they deserve, and the unbiased advice that is morally and professionally required.
We believe our clients are best served through a long-term approach to investing – one that utilizes a diversified portfolio unique to each individual based upon his or her age, needs, objectives and risk tolerance.
We begin creating clients’ plans by meeting with them to identify their needs, objectives and individual tolerance for risk. Then, we develop individual wealth management plans based upon those specific criteria. We speak with clients on a regular basis once their plans are implemented. We monitor and update each plan based upon changes in market conditions, the economy, and each client’s evolving needs and goals.
Regular reviews are critical in making sure that your portfolio remains consistent with your changing needs, vision, tax situation and risk tolerance. There is no cost to meet, or speak, and reviews may be done in person, on the phone or via video conference.