Getting Started

There is a process; the first step is to contact us (866-773-9499) for a brief introductory conversation. Together, we can spend a few minutes discussing if we should schedule an initial consultation.

The second step is for you to gather the information listed on our Checklist for Initial Meeting.  All information is treated with strict security and confidentiality.

During our initial meeting we’d like to learn more about you, and discuss how we work with clients. Since this conversation is for both of us to learn more about each other the meeting is at no cost to you.

The third step is for us both to determine if we should work together. If together we decide to move forward we’ll then sign an agreement that outlines the topics we’ve discussed.

The Onboarding Process

The next step depends on what you’d like us to help you with.

Some clients of the firm just want investment management while others want both investment management and private wealth management – we offer both.

Moving Forward

Our goal is to proactively be our client’s  financial advocate and advance their personal objectives in a consistent and transparent manner.

  • Video conferencing with screen sharing and secure document access makes it easier than ever to conduct highly interactive and personal online meetings without the time wasted in traffic, or the concern of transporting sensitive information. We are also available for in-person-meetings.
  • Our state of the art wealth management platform allows us to conduct periodic reviews of your personal situation that take into account all of your holdings – not just the assets we manage. During these meetings we review how your combined holdings represent your overall asset allocation and personal risk parameters. We can also dynamically illustrate a change to your retirement plan, and easily show you alternative scenarios with results that allow you to see the long-term picture instantaneously. This technology helps turn reviews them from wasted time to time well spent.
  • Security and confidentiality is a priority - our wealth management platform uses the same advanced encryption technology as that used by the nations largest banks.

Our commitment as an innovator in planning and portfolio management is to remain at the forefront of the Wealth Management Industry.