Our Code of Accountability
As a premier wealth management team offering investment advice and services to our clients with professionalism, integrity and personal attention, we adhere to the following code:
You are the most important part of our business and deserve our timely response to all inquiries or contacts.
We consider you a partner.
You are not dependent on us, we are dependent on you. We will take a servitude position toward our relationship.
You are not an interruption of our work; you’re the purpose of it. We will treat you with integrity and with a collaborative relationship.
We hold all your business and personal information in the strictest of confidence and consider it privileged and private.
You can request a meeting at any time to discuss or review your portfolio. We will make every effort to accommodate in a reasonable timeframe.
We will contact you proactively throughout the year including opportunities to share our intellectual capital with you.
We will have formal portfolio reviews based on an agreed upon time period.
We are available to your friends, partners, and other professionals to help them seek a unique and trusting wealth management relationship.