What We Stand For
We believe that you deserve to keep more of your assets. We actively seek out choices that provide you with the lowest cost, fairest tax considerations, and effective performance. We investigate these avenues thoroughly and do not recommend investment choices to you that we would not be comfortable with in our own portfolios. We advocate for you. We want to earn your trust and confidence so that we can develop a long-term, mulit-generational relationship with you and your family.
Our Code of Values
- Our clients are not dependent on us; we are dependent on them
- Our clients honor us by giving us an opportunity to earn their business.
- Our clients’ privacy is paramount. We will hold in strictest confidence, and consider as privileged, all business and personal information pertaining to our clients’ affairs.
Our Customer Service Policy
- To provide the optimal level of service and guidance to our clients, we request that our clients be forthcoming with all relevant financial information.
- If you are displeased with any element of our service, we request that you contact us by phone or e-mail so that we may address any issues that arise
- If you are pleased with the service and the results you are receiving, we would be honored to receive introductions to friends, family members, or business colleagues whom you believe would appreciate the same level of service you get from us.