We serve our clients, their families, and their businesses as Fiduciaries. A Fiduciary is an individual in whom another has placed the utmost trust and confidence to manage and protect property or money. It is a relationship in which one person has a legal obligation to act for another's benefit. This is more than financial trust. This is the fiduciary standard.
This Is Our Guiding Principle
We take this responsibility — our responsibility to you — very seriously. In fact, it’s the guiding principle of our entire practice.
Our Mission is to:
Act as your Fiduciary, placing your needs as our first priority.
Strive to acquire and maintain a thorough understanding of your financial goals.
Update your current financial information on a regular basis.
Carefully assess and monitor your investment risk and time frame.
Reply to all phone calls and emails within 24 hours.
Meet with you regularly to review the progress we are making towards our stated goals.
Act as your personal CFO, coordinating the efforts of other trusted advisors.
Treat you with utmost respect and professionalism.