What are you LOOKING FOR in a wealth manager?
Are you looking for ...
A deep relationship?
Our goal is to know every moving part in your financial life. Click the links below to view how we build
MindMaps for our clients, this makes sure everyone is on the same page.
A financial plan that is updated every time you meet?
Click here to view the online tool we share with our clients.
Access to experienced money managers?
We work with the largest independent broker dealer in the nation giving us access to a wide variety of experienced money managers available.
A nearly 100% virtual experience?
Our client interactions typically are via email, and phone. Our regularly scheduled Progress
Report meetings are typically done virtually using WebEx, GoToMeeting, SKYPE or Join.me.
Are you who we are LOOKING FOR?
Click here to see what our clientele looks like [link to Who Are Our Clients?]
- Our goal is to focus on those who we have the skills to help.
- Our clients generally have assets of at least $1 million
Our investment management service is most appropriate for portfolios over $1 million. - Our clients want a personal CFO: somewhere they can turn for all things financial.
- Our clients are very comfortable with technology and virtual meetings.
Our client interactions typically are via email, and phone. Our regularly scheduled Progress Report meetings are typically done virtually using WebEx, GoToMeeting, SKYPE or Join.me.
