Clients We Work With

Building for the Future, Enjoying the Present

We work with:

  • People who are serious about using their financial resources to seek identified goals.
  • People who would like professional help in making intelligent financial decisions and in taking appropriate action, and who are capable of working in partnership with an advisor toward the pursuit of their financial goals.
  • People who will communicate honestly their feelings about whether the professional relationship is meeting their expectations, and if not, whether adjustments can be made that allow the relationship to work effectively.

Are we the right people to work with you?

We believe selecting the professionals who can help you manage your financial resources is one of the most important decisions you will make. We urge you to invest the time necessary to choose wisely.

Before deciding upon any plan of action or commitment, you should be comfortable with our professional background, our communication style, the structure of our firm, the manner in which we provide financial services, and the ways in which we are compensated. If for any reason you have not come to us by referral from a professional advisor or client, then we strongly recommend you talk with at least two people who have worked with us. We will be happy to provide references if appropriate.

At the same time, we need to learn enough about you so that we can give you an initial assessment of the range of services and strategies that might be appropriate for you and so that we can determine whether we believe we are the right people to help you reach your financial goals. We also need to come to agreement about the manner in which we will be compensated for our work, whether by fees, commissions, or a combination.

A decision to work together is always subject to change, on your part or ours. If you feel or we discover that you would be better served working with others, we will assist you in whatever way we can to find someone appropriate and to help you get started with them.