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.