What do you ask of your clients? First and foremost, we ask that our clients will develop a sense of confidence in their wealth as well as a sense of ownership in their plans. Back to Top
What information will I need to provide? This depends on the questions you want us to address and how you want us to help you. You can't give us too much information. We particularly want to know about your personal goals, values, concerns, and past experiences. In most cases, we'll want to see tax returns, wills and estate plans, business agreements, insurance documents, investment and bank statements, employee benefit statements, pay stubs and other documents you think might be relevant. Back to Top
Can you be consulted on issues other than my portfolio? Yes. We consult with clients on a broad range of issues and work with a close network of professionals if referrals are necessary. Please don't hesitate to consult us on an issue which might seem to fall outside of your wealth management strategy. Back to Top
How are you paid? We prefer to provide fee-only services. Fees for continuous investment management are based on a percent of assets managed. For more information, please ask your Wealth Manager. Back to Top
Who do you work for? The short answer is: we work for you. The long answer is: we work for you. As an independant financial firm, there are never any third-party agendas at work. Back to Top
Where are my assets kept? We work with Schwab Institutional which acts as custodian for our clients accounts. While this does allow for the safekeeping of assets, there is no loyalty to any brand or manager. In some situations, where more appropriate, assets may be held with National Financial, a division of Fidelity Investments. Back to Top
Do you provide socially responsible investment services? Absolutely. We can shape a portfolio to reflect the investor's social, ethical, moral, or religious criteria while taking into account their broad investment goals. Please ask your Wealth Advisor for more information. Back to Top
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