Our Client Service Promise

Our work is grounded in strong relationships that is all about you and your family.

We provide great solutions for the issues that matter to you: enhancing your wealth, tax effective wealth transfer, protecting your wealth, as well as maximizing your benefits from contributing to your favorite charities.

Ongoing monitoring and communication means that as markets or personal circumstances change, we work with you to keep you informed of all recommendations that would benefit your overall comprehensive wealth strategy.

Our regular portfolio reviews and annual planning sessions are designed to keep you and your family informed and educated about the management and performance of your wealth.

Our services are best suited for clients with a minimum of $5 million in investible assets.

 

When you work with our team, you will experience excellent client services that include;

  • Dedicated and experienced team of four professionals with a combined 50+ years of experience

  • Monthly and quarterly portfolio statements and daily online access

  • Quarterly market updates

  • Quarterly portfolio reviews

  • Annual planning sessions that:

    • Enhance relationship development

    • Update your financial progress

    • Update your financial plan to ensure you’re on track

    • Provide recommendations and rebalance only when required

    • Inform you through educational sessions

    • Review and assess all your investment managers for both performance and risk mitigation

    • Review your wealth management summary

    • Address the advanced planning you need to enhance your wealth, protect it, ensure proper transfer as well as maximizing the impact of your charitable contributions

Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort.
Franklin D. Roosevelt