My philosophy as an advisor is a simple one. Everything starts with trust, and trust can only be earned slowly. There are no shortcuts. I have become the trusted advisor to many by consistently year after year, decade after decade providing proactive expert advice and delivered wisdom that stands the test of time. I do my best work when I have a deep understanding of you, your family, how you came to be where you are, and where you want to get to.
And I know that every client is different and every situation is unique, so at this level, nothing is cookie cutter. Ultimately, it simply means I will take the time to understand what is most important to you. Lastly, I also believe that more than ever, this is a service business. It is not just about making smart decisions, it is also about saving your time and making life a little bit simpler.
For example, I proactively schedule phone, video, and face-to-face meetings so that you'll be sure that you are still on track and of course call my direct number any time you like. A successful relationship with an advisor is about so much more than just money. Frankly, the investment management is the easiest part. If this sounds interesting, just give me a call.
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