When we say “us,” we don’t just simply mean our team. We mean you, your loved ones, and our team – and we want all parties to feel like a mutually beneficial “fit” for one another. We’ve been in this business long enough to understand that no two clients are alike, and we approach each new relationship as such.
It all starts with our FIT meeting. It’s imperative that we’re a good fit for each other to ensure a successful client-advisor relationship. We’ve designed a process that allows us to understand one another before we tackle any investment recommendations or planning.
Though we want to form a complete, well-rounded understanding of your needs and investment objectives, we also want to get to know you as a person. We want you to get to know our team members as people. We’ll ask you a lot of questions, and we expect you to do the same.
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When we first sit down with you, we’ll consider:
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At the same time, we expect you to consider:
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Our entire team is committed to providing a select group of wealthy clients with highly personalized, one-on-one service.
When you work with us, as knowledgeable, rigorously trained financial advisors we will gain a deep understanding of your goals, help you develop a multi-generational wealth strategy, and update that strategy as needed. We have chosen to work with only a select number of clients and families, helping to ensuring each of our clients receives consistent communication and diligent service from our team.
If you’d like to learn more, we encourage you to contact us today.