Once you schedule an appointment, we will immediately follow up with either a letter or email confirming the appointment date, time, and directions to the office and as well as a list of items for you to bring to make the best use of our time together.
Your first appointment is complimentary and we will seek to understand your concerns and personal financial goals.
We are experienced wealth managers and the better we know you, the better we can serve you. Therefore, the appointment is complimentary and we will seek to understand your concerns, personal financial goals, and whether there is potential for a long term working relationship. Because we sell no products, not everyone is a potential client and we sometimes suggest alternative approaches or advisors who might better suit your needs. Clients tell us this is a refreshing and encouraging experience.