Client Service

Our clients consider us a trusted advisor and appreciate the attentive and personalized service that we provide.

As a client, you enjoy direct attention from a Principal with another Principal as back up.

In addition to developing an investment plan to meet your goals, we frequently counsel clients beyond their portfolios, including coordination with income taxes, estate plans, and outside accounts, including employee benefit plans and family trusts.

We work with you to design a communication plan that meets your needs, including periodic meetings, written reviews, telephone conversations and emails.