Comprehensive, complete, stable and continual. Our services are customized to be personal to you and the needs of your family. You should feel secure knowing that your investment and trust assets will be managed prudently by professionals who put your interests first.
A relationship with our firm is more than just numbers on a statement.
As a client of our company, you will receive personal attention in the form of face-to-face meetings at your home or our office and client publications specifically designed for and written for our client group at a level they can understand. We provide performance reports and statements that are easy to read and in some cases completely customizable to meet your needs.
We respect the fact that life can be busy. Yet we know that keeping our clients informed is an important part of our relationship with you and your family. If one-on-one meetings are your preference, they can be scheduled with ease with your advisor as often as you request.
Want to learn about our latest thinking on the estate tax and trust environment? Head to our online library which is updated regularly to reflect our current thinking on a variety of different topics. Do you have a preference to viewing your information online? We can do that, too. Would you like us to meet with your family to discuss financial matters in efforts to educate your beneficiaries? We are happy to conduct a family meeting to achieve this goal. We want your relationship with our firm to be as comfortable as possible.
Your business is very personal to us.