New Client Experience

Our new client experience consists of two distinct types of relationships, a wealth management relationship and a comprehensive wealth planning and management relationship.

At times it is beneficial for clients and their families to have a customized blueprint, a road map that guides them through the development and execution of their wealth plan. This often includes retirement income planning, retirement funding, education funding, life needs analysis, legacy planning, or portfolio optimization. In this case we form a comprehensive wealth planning and management relationship.

Often times, it may not be necessary for a client to have a plan or they may already have an existing plan in place. In this case, our relationship may start out solely developing and managing their investment strategy, referred to as the wealth management relationship.

Throughout the process, we will work with the client's trusted Estate Planning Counsel and Tax Advisors, or we will recommend a highly competent professional partner in the area of need for the creation of various planning strategies.