Our Philosophy
We believe our clients should be treated as if they were valued customers in the trust department of a bank, rather than just accounts at a brokerage firm. First and foremost, that means they should receive Investment Management Services delivered under the Fiduciary Standard, and not some watered down “Suitability Rule” that allows an advisor to receive commissions. Commissions can taint an advisor’s judgement through compensation that’s contrary to a client’s best interest. Commissions are for investment sales, not investment advice!
Beyond that, we know our clients will have questions and concerns about a range of issues, not the least of which would include taxes, loans, insurance, estate plans and major purchases. Therefore, we encourage our clients to call on us for answers to all their financial questions. If we don’t know the answer, we’ll research it for them.
We serve a limited number of clients so we can provide them with unlimited levels of service.
WHAT'S NEW:
- In our 4th Quarter Newsletter, there's a great piece on the last 10 years in the markets, an article on A Guide to New Rules On Tax Deductions In 2018, along with many other interesting articles.
- Our clients have easy access to their client portal to transfer, share, and communicate with us.
We welcome your inquiry about how we can be of assistance to you.