After many years of working with our clients to help them achieve their financial goals, we believe that the most successful advisor-client relationship operates as a partnership, which we expect to last for a lifetime, or even over several generations. As you consider hiring a financial advisor, we encourage you to foster that type of partnership by examining how well your mindset, goals, and expectations “fit” with the service model, philosophy, and value proposition of the firm you select.
To help you begin the process of selecting the best financial advisory platform to meet your needs, we have created a self-discovery tool called the ADVISOR “RIGHT FIT” SCORECARD. You can use this tool to evaluate your own mindset and expectations, and to help you discover what is likely to be the most effective type of advisory relationship for you and your family. To interpret your results, please reference our USING THE SCORECARD guide.
Once you have explored your expectations, learn more about WHO WE WORK WITH, our INVESTING PHILOSOPHY, and WHY OUR CLIENTS CHOOSE TO WORK WITH US to better understand how we can support you in making confident decisions about your wealth. If you think we’re the right fit, contact us to discuss your specific needs.