Who We Are:
We are family wealth managers. Our approach ensures that your financial, tax and estate plans all drive the process to make your investment plan work for you and your family. It is our philosophy that in order for your goals to be successful these four plans must all work together.
Our team consists of myself, Curtis Bell, your Investment Advisor and my Associates, Heather McIntyre, Brigitte Martodam, and Christine Gareau. We also have access to a team of experts within our firm who can assist with sophisticated Financial Planning, Insurance Issues, and Will and Estate Planning.
Our Guiding Principles:
We will manage your investments as we would for our own family.
We will focus on placing your investment assets in our best recommendations.
We will invest for the long term, in guiding your investment plan and in our relationship with you and your family.
We will communicate with you as candidly as possible.
We will help you achieve your plan in any way we can; when we cannot, we will direct you to an outside solution.