Our mission is to exceed our client's expectations in the development and implementation of comprehensive financial, business and personal strategies.
We seek to become a critical, strategic advisor to our clients and help develop and drive the group of advisors to work as a true cohesive advisory team for the benefit of the client.
To accomplish this we will maintain a narrow focus, high level of expertise on the areas in which we serve and align ourselves with advisors who hold those same values.
We work diligently to understand what is most important to our clients and their families. We commit to spending the time required to fully understand the business, personal and family objectives and to educate our clients on the choices available to them.
To support that, we prefer to work on a fixed-fee basis. This provides clients with a level of certainty over the process costs and, more importantly, helps clients to feel comfortable in spending the time with us without worrying that "the meter" is on.