Becoming a Client

Becoming a ClientChoosing an advisor is an important life decision. With the right advisor, the relationship will last until you retire, and beyond. Over that time your advisor will invest thousands, and perhaps millions of dollars of your money.

That’s why you shouldn’t rush into a decision. You should be very clear about the advisor’s investment philosophy, commitment to client service, and the resources and expertise of the resources behind the advisor.

We make sure you have all of this information before making that choice. We provide all prospective clients with a detailed advisor profile, explanation of our services, and our team overview that explains the advantages we offer to our clients.

As your advisor I am supported by a highly qualified team of wealth management professionals. Through our planning experts, we can work with your existing lawyers and accountants, or help you to gain the services of new professionals as needed. This allows us to meet your complete and evolving financial needs. Our unique combination of personalized service, experience, expertise and choice is hard to beat. My relationship with clients always starts the same way -- getting to know you, clarifying your objectives and developing a personal wealth management plan tailored to your specific needs. I then develop common sense strategies based on your timelines and risk tolerance.

My bottom line is that I am in the business of taking care of people. I work for clients who want professionals to help them with their financial and life management. In return, my clients are free to pursue what is most important in their life - whether that means running a business, developing a career, or spending more time with family.

To learn more about becoming a client, please contact me at your convenience.