Does Your Financial Advisor...?
...Plan for your future in writing?
The first question we ask prospective clients is, "Do you have a written investment plan?" Most often, the answer is no. Our Envision® program statistically models your investment portfolio to help us work together in reaching your life's goals. We offer this road map as a service to our clients and continually monitor your portfolio as we move forward together
... Manage your portfolio as a sole practitioner?
Is your advisor relying solely on themselves to perform all the tasks that managing your wealth in today's environment requires? We believe that our deep and broad based team effectively addresses the many issues a client may face. teamwork is intrinsic to our approach to pursuing your financial objectives. Our team continually meets and collaborates on behalf of our clients.
...Make you their #1 priority?