Expectations

Any great relationship starts with clear expectations. We work to free up your time and give you peace of mind so you can enjoy life. We manage a number of things for our clients: fees, insurance, diversification, asset allocation, industry leading asset management, tax leakage, portfolio rebalancing, and cash flow. We marry all of this into a unique financial plan you can understand and follow with us from year to year. This plan helps our clients stay emotionally grounded through the ups and downs required to build financial wealth.

This is what you can expect from us:

• Transparency
• Availability: timely responses within 24 hours, online access, and regularly scheduled reviews 
• Access to the top-ranked portfolio managers in the business
• Same benefits as ultra high net worth clients at other institutions
• A personalized financial plan
• No pressure to do business with us and freedom to leave

We expect you to:

• Trust that our professional advice is focused on your needs and to your benefit
• Provide us with financial information at our initial review 
• Approach us with any concerns - we're here to help
• Remember that we build our business through referrals 
• Understand that if our relationship is not what you're looking for, we'll recommend an institution with a better fit