How Do You Do What You Do?
We approach each client with no preconceptions about the problems or solutions. After thoroughly listening to our clients and putting ourselves in their shoes, we identify their core issues and concerns. Once we have established what the client is really trying to achieve, we educate them on the solutions that are most suitable to accomplishing their goals.
What Makes You Different?
We are product neutral. This means that we do not discriminate between specific types of products or brands. We also don’t believe that any particular financial product is inherently good or bad. Our job is to educate you about the advantages and disadvantages of these financial products when constructing a plan to achieve your financial goals. We also pride ourselves on being an active part of our community, we live in the same areas where our clients live and it’s important for us to step up and get involved. We are more invested in our community.
Why Should I Do Business With You?
We actually can put our clients first. Being independent means that there are no corporate agendas, corporate sales quotas, or proprietary products that need to be pushed. This has allowed us to remove potential conflicts of interest that might undermine our clients values, needs and goals.
Being a locally owned, community-minded firm that provides institutional-quality investment management services is a great advantage to our clients. We understand our local community and are involved in volunteer efforts and philanthropic contributions which serve to develop and maintain a long-term relationship with our clients and their families.