LIMITED NUMBER OF CLIENTS
We intentionally limit our number of clients so we can remain a “small by design” boutique firm, providing a concierge service for all financial and investment matters. When complicated aspects of our financial lives are coordinated into a single, organized plan, it results in a superior investment experience and better quality of life.
Frequent client communication allows us to proactively anticipate your changing needs. We continually review your Wealth Management Plan to increase your ability to accomplish your financial goals. We foster lifelong, personal relationships with our clients.
Most large brokerage firms profit by attracting as many clients as possible to plug into their cookie-cutter system. This model requires them to have hundreds, if not thousands, of clients rendering them incapable of providing personal client service. The lack of a personal relationship results in poor understanding of client goals, thereby reducing the probability a client will successfully achieve their goals.