Our Partnership With You

We provide comprehensive wealth management in the context of a long-term partnership with you. Through our experience we have learned that it is important that everyone is clear on what to expect if we are to develop and maintain a successful working relationship – one where we can help you achieve your financial and lifestyle goals.

We Will Always:

  • Treat you with the utmost respect and professionalism.
  • Act as your primary Personal Wealth Managers, coordinating the efforts of other related professionals when appropriate.
  • Strive to acquire and maintain a thorough understanding of your financial goals.
  • Explain our recommendations in straight-forward language and answer questions you may have.
  • Update you as and when appropriate via your preferred method of communication:  email, phone and mail.
  • Meet with you regularly to review your Financial Strategy Action Plan.

Keys To A Successful Partnership:  What We Can Expect From You

Client Centered

We’ve learned through experience that effective communication and mutual respect are essential to a long-term partnership. A few other criteria which help define our success include:

  • Your commitment to us as your Personal Wealth Advisors
  • Your trust in our abilities to provide you with recommendations and advice
  • Your complete disclosure about what matters to you most

Our recommendations are always based on helping you achieve your financial and lifestyle goals. It is important for you to understand that all investment, tax, estate, and insurance advice will be based on the information that you provide to us. Therefore, for us to offer recommendations and advice best suited to you, we need you to fully participate in the wealth management process with us.

Keys To A Successful Partnership:  Mutual Responsibilities

Having a solid partnership is essential to effective wealth management. To this end, we both need to make your wealth strategies a priority. We will agree to keep each other informed of any new developments that might impact these strategies.   

We will always work together in the spirit of mutual trust, respect and understanding.

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