The foundation of relationships is communication. Before we can help you formulate a course of action or bring you a solution, we need to understand who you are, what motivates you and what keeps you up at night. Equally important, you need to understand who we are, how we approach wealth management and how we arrive at our solutions. The objective of our initial meeting is for you, our client, to become familiar, comfortable and confident with The Jeffers McGuinness Group.