Relationship Management

We take our role of enhancing wealth through coordinated action seriously.  We have three key tasks in managing relationships as outlined below:

  • First and foremost we need to understand you.  Your preferred methods of communication, level of involvement in decision making, frequency of review, and privacy are some of the elements we value to make our work together as effective as it can be.

  • Second, we utilize a team of professionals to identify advanced planning solutions to enhance your wealth to best make full use of the assets you spent a lifetime to build.  This team has expertise in legal, estate, tax, and risk management matters and evaluates your unique financial situation with suggested courses of action.

  • Third, implementing advanced solutions requires coordinating your objectives with a team of professionals who share a common understanding of how to align goals with resources.  As your wealth manager we will coordinate these solutions with your preferred professionals or members of our network.

Our consultative approach involves coordinating our relationship with you, our professional network, and your preferred professionals to improve the effectiveness of our work together.