Our Service Commitment
While a great deal of time and focused thought goes into the development of a customized wealth and risk management strategy prior to becoming a client, the real work beings once an account is opened.
We adhere to a concierge service pledge we call the "12-4-1" Commitment to Clients that is our disciplined communications and service policy.
A minimum of twelve monthly discussions reviewing your account, market conditions, and addressing any changes of your goals, obligations, and needs.
4 quarterly formal reviews evaluating strategies, risk management and your personal objectives.
No fewer than annual face-to-face meeting for in-depth reviews and coordination of all aspects of your wealth management plan.