The clients that we work with come from varied backgrounds and have unique lives, but all have common traits that ensure we are as good of a fit for them as they are for us.
Attitude: shared values that foster a personal connection, trust, and comfort in disclosing information or having tough conversations.
Advocacy: whole-heartedly believing that our expertise, advice, and guidance are worth what it costs for the management of their investment portfolio, and being willing to speak authentically about this value-for-cost to others who might benefit from knowing us.
Assets: with wealth, more complex estate and financial planning situations naturally follow.
*Breakdown is current as of June, 2019
