Are We a Good Fit
Our Wealth Management Service, which includes ongoing financial planning and investment management, may be a good fit if you want:
- An ongoing, collaborative, and long-term client/advisor relationship.
- The opportunity to delegate the investment management to us.
- A long-term investment approach that doesn't try to pick stocks or time the markets.
- A team that is proactively looking at your entire financial picture not just your investments.
- Open and honest conversations, even if they are hard.
If these appeal to you, please contact us to see how we might work together.