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Expectations

Analysis of Objectives

Our ability to become a trusted advisor is directly linked to how well we know, understand and respect our clients. In order to develop the best strategies and solutions, we get to know our clients’ lives holistically, including the tangibles such as assets, compensation, insurance, as well as the intangibles such as a client’s investing comfort, risk tolerance and values. We also seek to understand the softer factors, including family circumstances, milestones such as college for children and grandchildren, and hopes for the future. The more we know about our clients, the better our recommendations.

Network of Trust

We work with our clients’ legal, tax, accounting and other financial advisors as a team. This “network of trust” enables us to combine perspectives and specialized expertise resulting in more comprehensive and effective solutions. We are proud that we have established sound and long-term relationships with our region’s most talented and gifted professionals.