The right fit for the client

Our mentors in this business always stressed that we must learn to embrace change and target our strengths in ways where our clients appreciate and respect those efforts.

We often outline the qualities of a great fitting client – long-term oriented, committed to building wealth, and valuing loyalty, integrity and trust in a relationship. However, any great relationship has two parts to it, and there was another question that needed an answer: Are we the right fit for a prospective client?  We play multiple roles in our clients' lives, including:

  • Advanced planner – Risk management is core to our beliefs. With the unpredictability of life and markets, we try to control what we can through legacy planning, charitable giving, education savings, tax advantaged considerations, insurance needs, and long-term financial modeling.
  • Portfolio manager - We believe in customizing portfolios by selecting appropriate securities for each family’s financial goals, rather than following a “one-size fits all” model. The one constant across portfolios is adherence to our investment philosophy that “a rising income stream creates wealth over the long-term.”
  • Financial coordinator & advocate – Your financial life can be complex, and sometimes a bit overwhelming. We make it a priority to confer with your personal CPA, estate attorney, and other professionals to help ensure financial goals and risk management are executed appropriately and in the most efficient way possible.
  • Behavioral coach – We take the emotion out of investing through our deliberate investment process.  Our clients very often look to us for direction with delicate financial decisions that go beyond investing, such as when and how to share their financial lives with the next generation, or how to craft a meaningful legacy.  Our position as your financial advisor allows us to be discerning and objective with our guidance, so you can make the best decision for you and your family.

We are always happy to have a conversation with someone seeking a financial advisor to fill these roles in their financial lives. Contact us today to learn more.