Our Service Commitment
We are committed to providing excellent client service, holistic wealth management, and in-depth financial planning that can help our clients achieve financial well-being. In order to do so, we have created a client experience process that ensures that both parties are fully involved in the creation, implementation and management of the financial planning process.
Portfolio and Insurance Review
We meet with clients on their own review schedule, at least once per year, with the option of meeting over the phone, in-person or via ZOOM.
Custom Portfolio Construction
Clients will have access to investment portfolios that are created, implemented and monitored by our team on an ongoing basis to ensure that their investments are suitable and effective for their needs
Insurance and Estate Planning
Upon becoming a client, will review any current insurance products and discuss any insurance and estate needs. We will then review your needs on a regular basis to ensure you and your family are adequately protected.
Frequent Touchpoints
Our team will proactively reach out on a quarterly basis via phone call or email to check in and ensure that you have everything you need. You will also receive a quarterly newsletter from us to keep you up to date on important topics.
Financial Planning
Clients will go through a formal financial planning process which will then be analyzed and kept up to date by our team on a frequent basis.
Professional Network
At our firm, we have a strong network of trusted professionals including lawyers, accountants, mortgage brokers, etc., that we frequently introduce to our clients based on their needs.
