Our relationship begins
We want to learn about you while you learn about us.
At the onset of our relationship we will ask you a series of questions focusing on your life’s goals and dreams. It is essential that we understand as much as possible about you, your family and your investment philosophy.
We begin by thoroughly analyzing your current investment portfolio, risk tolerance and future income needs. As we listen and complete our questionnaire with you, we will gain insight into your views, concerns and perceptions about how your money is invested and what role it plays in your life and the life of your family. You may have concerns about the impact of taxation on your portfolio; we understand this importance and our goal is to maximize after-tax investment results. Many of our clients have come to rely on our expertise in all areas of their financial lives; we believe the same will happen for you over time as we earn your trust.