Our firm’s role is to create an individualized investment style, financial plan, and suite of supporting family office services that bring peace of mind to each of our clients. Our core service offering is to ensure that their financial assets are managed with a result in mind. We take the lead in determining what expectations our clients have for their wealth today and into the future.
We start at a high-level by navigating clients through conversations about asset allocation, projected income needs and missing estate planning pieces. Then, we look closer, asking questions like, “What assets do our clients have today? Which of these assets do not make sense given their stated wealth objectives? When was the last time their estate plan was reviewed? What retirement income sources do they expect? When do they wish to retire? What additional services does the client need from us?”
Just like managing the rigging on a sailboat, we make sure we have everything we need, our equipment is in its proper place and we know where we’re headed before we cast off. If we are properly prepared to proceed full sail toward our goals, our clients will have peace of mind, knowing they are heading in the right direction with a crew of seasoned advisors that execute with integrity, teamwork, and a relentless focus on what they have promised.