We are not trained salespeople. We are trained finance nerds that deeply care about our clients. Many financial advisors are trained in sales first, and finances second.
We know that we are not a fit for everyone. Our goal is to help everyone that we can, sometimes that means referring you to another firm or professional who can better serve you.
For couples, we prioritize each spouse. This means we meet with each spouse at least annually to ensure nothing gets missed. Too often we see one spouse in the dark regarding personal finances which is not a recipe for success.
We have a maximum fee. For investment management clients, the fee for additional assets (as a percentage) gradually decreases until it hits 0.00% above $5,000,000.
We say we have a long-term view, and we actually do. If you come into our office for a meeting, you won't see TVs blaring with CNBC commenting on the minute-by-minute market movements.
We review tax returns for each and every client. We would love for this to be a standard practice in our industry, though it is not. The tax return is similar to your medical record - in medical terms, we don't offer prescriptions or perform surgery without properly reviewing your medical history.
No asset minimums. Some wealth management firms have asset minimums well in excess of $10,000,000. If you need help and we are a good fit for each other, we will gladly work with you regardless of your asset size.
We are tech forward. In a world of rapidly changing technology, we are always on the lookout for technology that will allow us to better serve our clients.
We understand that you are busy and life happens. This means that you may need to schedule a call or a meeting after-hours or on a weekend. We do our best to accommodate your busy schedule.