Our client’s goals, objectives and concerns are first and foremost when creating a comprehensive financial strategy; we call this the Total Wealth Advantage. As our client, we evaluate your overall short- and long-term goals and carefully assess the opportunities and risks in addressing these goals. Included in that evaluation, we thoroughly review all of your assets, liabilities, and insurance coverages, as well as use our financial expertise in the areas of estate and trust planning*. We are empathetic to the attainment of your goals. With our years of experience, we can help you realize your vision by assisting to protect and preserve them the way you feel most comfortable, structured and coordinated with our advice and expertise.
*Access to Trust Services via The Private Trust Company N.A., an affiliate of LPL Financial
We are here to assist you with your questions and concerning thoughts, and more importantly, to guide you with our 32 years of knowledge as financial advisors. As long-term investors who look for value throughout the global markets, our discipline dictates that we take action only when the odds are in our favor. Together, with a respectable team of observant individuals, we intend to lead you in an uncertain world.
*Investing involves risk including the potential loss of principal. No strategy assures success or protects against loss.
Review and Communication
We believe that regular contact and review of your goals are a necessary part of our service. We redirect guidance and advice to existing circumstances, communicating with you as often as you need. Each client has their own preferences so we want to be aware of your concerns as they happen. This can make all the difference in the world to you, your family and your work. We are always here to assist you with humility, but firm advice; respectful of whom you are, taking it as slow as you want or as fast as you need; ready with agility and sound advice.