Our Commitment to our Clients
- We commit to two face to face meetings per year to address and review all aspects of your wealth management picture.
- We will touch base with you at least twice per year by phone or otherwise to review information with specific relevance to you.
- Always have a team member in the office to aid you with any ad hoc requests you might have.
- We ensure all aspects of your personal finances including financial planning, tax planning, estate planning, insurance and investments are cohesively organized.
- We manage your money with precise customization to you.
- Our fees are lower than the big 5 banks and we are always searching how to further reduce costs for our clients.
- You will be treated with the highest level of respect and dignity.
- We will return emails and phone messages within 24 hours or sooner.
- There are no dumb questions and you will never be made to feel that you are putting us out by asking us about anything.
Our Clients’ Commitment to Us
- You agree to take your financial future seriously and are consistently engaged in the wealth management process.
- You agree to keep us abreast of anything that could reasonably be expected to affect your financial situation in any way.
- You will let us know if we are not meeting your expectations in any way so that we can work together to correct the issue.