Transparent and Effective
Our team approach to wealth management places our clients, their families, and their businesses at the center of all we do. The process begins with meeting Adam, your Senior Wealth Advisor and Portfolio Manager for an initial discovery meeting. This allows Adam and his team of accredited associates to gain an understanding of your unique circumstances, objectives, and expectations. The team collaborates to craft a comprehensive custom-tailored financial plan and investment strategy proposal for you. At the onset, and throughout your time working with us, you are encouraged to participate directly in your wealth management journey. We complete regular temporal reviews and additional consultations as your major life events and personal needs dictate. Our rigorous research process, best in class resources, and strong professional partnerships are leveraged to manage your investments based on the goals outlined in your financial, tax, business and estate plans. We consistently monitor your portfolio for growth opportunities and to effectively manage risk, taking advantage of our discretionary platform to seize opportunities without delay and with optimal pricing. We employ global investment solutions and are not confined to a limited offering of products. We continuously examine your plan progress, and proactively identify special opportunities that arise as a result of changes in your state of affairs.
Our proven set of processes ensures that no stone is left unturned, no opportunity is left unexplored, and every detail is covered. We keep you on track to exceed your goals: you’re informed of your progress, apprised of our performance, and empowered to live life to the fullest while we sweat the small stuff.
Our Investment Principles
- Stay invested: Time in the market, not timing the market
- Keep it simple
- Be bold in times of uncertainty, be cautious in times of excitement
- Adapt and evolve with the changing world and markets
- Trust in the process: we invest our money the same way we invest your money