As your experienced partner, we will help create a plan and provide services to meet the needs of you and your family to ensure you reach your financial goals. We achieve this through three service models:
Wealth Management – provides a robust suite of integrated services that include enhanced ongoing communication, state-of-the-art technology platform, access to a full range of financial products, and comprehensive reporting. This service model utilizes an assets-under-advisement pricing model.
Advisory Services – if you like where you invest but need unbiased, independent advice, this model allows you to leverage our research and resorces for a flat fee.
Transactional - when you need access to products or services not available to general public. This model is a standard commission based arragement.
Regardless of the model used, you as the client can expect a high-touch, professional level of service to help achieve stated outcomes.