What are you looking for in a wealth manager?
If you’ve been looking for independent wealth managers who deliver personalized, high-touch customer service, you’ve found them. We′re value-oriented and we strive to avoid undue risk. But what makes us different is that we aren′t scared of volatility as an approach to get you returns. If that’s what you’re looking for, let’s talk.
We work for you.
Everything we do is based on our understanding of your specific investment goals.
We put our decades of experience to work for you—to help you manage and grow your wealth, now and in the future. We take pride in being hands-on and communicative with you throughout the process, so you’ll know exactly what’s going on with your account and the market at all times. We provide you with:
Periodic newsletters—bulletins that provide our commentary about market news, potential investment opportunities and portfolio performance.
Personalized quarterly reports containing return information as well as gain and loss data.
Ongoing management of your portfolios and holdings, with communication designed to keep you informed.
Access to a Client Solutions Team member, who will always answer your calls when you have a question.
Have questions?
We’re ready with answers.
Want references?
We’re happy to provide them.