We believe that finding the right personal fit is mandatory for a productive relationship. We fit best with clients who prioritize the simple things in life, who value implementation and follow-up, and proactively communicate with me. You need an advisor to whom you can relate, an Advisor you trust and who understands your specific needs.
The majority of our clients and experience comes from working with people in one of five career groups:
MANAGERS & EXECUTIVES INCORPORATED PROFESSIONALS PHARMACISTS
The result is that over time we have gained valuable experience and understanding of the unique financial planning needs and opportunties of these groups.
In our experience, the best approach to address the unique financial needs of these groups is a team approach.