Build a relationship with a financial advisory team that combines confidence, trust, and thoughtfulness. As a fiduciary, we provide excellent value to people looking for a long-term partner in their financial decision-making.
It Starts with a Conversation
We begin by collecting some preliminary details about your financial situation and discussing how we might work together. We then schedule a complimentary, in-person, or virtual meeting with a wealth advisor.
Learn more about our fees and minimums >
What to Expect from Our Meeting
In our first meeting, you will meet with two members of our advisor team. They will listen carefully to your needs, questions, and life goals. Together, you’ll explore important life questions and how they intersect with your finances. We’ll share what you can expect from us as a wealth manager in terms of the financial planning process, investment management, reporting, meeting schedules, and other communications.
Moving forward, we will meet again to formalize our agreement to work together so you understand the details of the schedule and the scope of work we will be doing. Prior to this meeting, we will work with you to gather the relevant data to move your portfolio under our management.
A Note on Confidentiality
We conduct our business with the highest degree of integrity and discretion. These early conversations, as well as any that occur should you become a client of the firm, are completely confidential.
If you like to read the fine print, below are several documents outlining our business services and practices. We value transparency in our work and want you to have access to all pertinent information as you make your decision.
The First Year
Each client’s path differs depending on their needs and desires. During the first several months of working together, we meet several times to go over investments and personalize financial planning as appropriate for your situation. Over time, we develop a meeting cadence that suits each client.
Sign agreement and complete forms
Accounts opened and assets transferred
Access to online portal and app
Determine strategies, choose appropriate model, and sign investment policy statement
Quarterly reporting and reviews begin
Articulate concerns and questions
Analyze long-term cash flow
Create action steps
Quarterly portfolio reviews, reporting, and rebalancing
Available for any urgent needs
First Annual Check-in