“YOU CANNOT CHANGE YOUR DESTINATION OVERNIGHT, BUT YOU CAN CHANGE YOUR DIRECTION OVERNIGHT.” JIM ROHN

VAN LEEUWEN PERSPECTIVE

Many of our clients have been with us a long time, some as long as 30 years. Clearly performance is critical to such longevity; no one stays with financial advisors who are ineffective. But we have learned how important it is to earn the trust of clients early on. We can’t expect you to share personal information with us or allow us to manage your portfolio unless you trust us implicitly. So if for you that means taking it slow, that’s how we’ll take it. If like some of our clients, you want us to confer with others you rely on (lawyers, accountants, other financial advisors, or concerned family members), we’re happy to do that. Whatever it takes to earn your trust.

HELPING TO PAINT THE CANVAS OF YOUR FUTURE

FIDUCIARIES OF THE HIGHEST CALIBER

When you want to discuss something with us – whether it’s a particular investment or an overall strategy; a concern about the market or a question about how best to finance a major purchase – we respond promptly. If you call, we answer (if we’re on another call, we’ll call you right back). If you want to come into the office to talk or have us come to you, we make that happen. And when we think you need to know something – good news or not such good news; an opportunity or a red flag – we contact you just as fast. Regular meetings and routine updates are important. Good communication is vital.

WELCOME TO AN EXTRAORDINARY LEVEL OF SERVICE

VAN LEEUWEN PERSPECTIVE

Many of our clients have been with us a long time, some as long as 30 years. Clearly performance is critical to such longevity; no one stays with financial advisors who are ineffective. But we have learned how important it is to earn the trust of clients early on. We can’t expect you to share personal information with us or allow us to manage your portfolio unless you trust us implicitly. So if for you that means taking it slow, that’s how we’ll take it. If like some of our clients, you want us to confer with others you rely on (lawyers, accountants, other financial advisors, or concerned family members), we’re happy to do that. Whatever it takes to earn your trust.

HELPING TO PAINT THE CANVAS OF YOUR FUTURE

FIDUCIARIES OF THE HIGHEST CALIBER

When you want to discuss something with us – whether it’s a particular investment or an overall strategy; a concern about the market or a question about how best to finance a major purchase – we respond promptly. If you call, we answer (if we’re on another call, we’ll call you right back). If you want to come into the office to talk or have us come to you, we make that happen. And when we think you need to know something – good news or not such good news; an opportunity or a red flag – we contact you just as fast. Regular meetings and routine updates are important. Good communication is vital.