Client Experience

Financial service delivery is built around trust and confidence. However, we believe there is a very important third element: the client experience. We feel that not only should you expect excellent advice, but that the advice is executed conveniently. In our opinion, one of the many benefits of hiring a financial advisor is delegation of the administration of your investments. Our role is not only to provide excellent investment returns, but to focus on managing the details of your situation. We will be responsible for minding those important details with follow up and follow through. We understand the pace of the world today and how busy our client’s lives have become. Our goal is to help you capture opportunity or avoid unnecessary risks by being proactive with your situation and circumstance.

Have you ever worked with a service provider for a period of time only to be asked to fill out yet another form of data they already should have? Our business is heavily regulated and prone to ridiculous amounts of paperwork and red tape. Despite these facts, our belief is we should be very easy to do business with. Our promise is to minimize or eliminate filling out forms. Once a decision is made and agreed upon, it should be implemented by our team with a minimal amount of action by our clients.

Have you left voicemails or sent emails with no response or a very slow response? We strive to always be available to our clients and if a message is left for us, to provide a response within hours. As a client of our firm, you will have direct access to your advisor. We understand your need may not always fall between 9 and 5 and strive to always be available.

Our business is built around our clients and in addition to excellent advice and investment returns, our goal is to provide the best possible client experience. 

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