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Know Our Client
Every client’s situation is unique and only through ongoing, candid communication can we obtain a good understanding of a client’s financial situation, his or her goals, and family dynamics. Frequent communication, often face-to-face, leads to mutual understanding and better advice.
Our team has always believed that our clients’ interests are paramount. Operating as an independent Registered Investment Adviser (RIA), we bound to put our clients’ interests first and are not restricted by corporate directives that a Wall Street firm may impose. We are under no pressure to steer you towards any investment options except for the ones that we believe will serve your best interests.
Each of our client relationships is unique, but every one begins with trust. Trust is created when individuals spend the time necessary to truly understand each other. Trust is essential when sharing financial information and working towards a common long-term goal. We consider our clients as friends and family, and we strive to provide service that reflects that.