Foundations of Trust

There is nothing more important to us than earning our Clients’ trust. It is the foundation of every relationship. Trust emanates from actions small and large and embodies our guiding principles.

	Competency	We bring our knowledge and experience to every Client relationship rendering our judgment with care, skill, and caution.

	Compassion	Relationships are personal. We are sincerely interested in our Clients’ feeling and emotions about their wealth and what it means to them. We listen to understand, not to judge or determine if we agree or disagree.

	Collaboration	We draw upon the knowledge, experience, and insights of our colleagues and subject matter experts outside of the firm and challenge ourselves to find better ways to serve our Clients.

	Commitment	Our greatest joy is helping our Clients see their goals – their vision -- come to fruition. That is what drives us and brings fulfillment and purpose to our work.

	Community	We pledge to be respectful and involved citizens in our community and to foster physical and mental health, education, the arts, and service to those who have served and sacrificed for all of us.

	Clarity	Listening to our Clients is paramount; however, when it is time for us to speak, we promise to be clear, concise, and speak in plain English without a lot of technical jargon.

	Consistency	Giving our best efforts is what our Clients expect from us and what we expect from each other. Every interaction matters. The details matter. And while we’re only human and bound to make mistakes from time to time, we will make our lapses right, learn from them, and strive to make them few and far between.

	Connection	Our practice has grown by referral which we believe is a result of the bonds we have forged with our Clients. Whether at our Clients’ sides in times of celebration or setback, our actions speak for themselves.

	Courage	We will always tell our Clients what they need to hear, not just what they want to hear. We are prudent risk takers, who take responsibility for our actions, admit when we are wrong, and learn from our mistakes.

	Character	We believe we know what is right and what is wrong and that there is no grey area. If something is worth doing, we do it well, and we finish whatever we start no mater how hard or how long it takes. We believe the best “things” in life are not things, but are our families, friends, the experiences of life, and seeing our Clients realize joy, happiness, purpose, and meaning in their lives.