I just want help with my investment portfolio. Will you help me?
Sorry, we won’t do that. We simply don’t believe that it is possible to place the interests of our clients first without initially capturing both a snapshot of their financial well-being, as well as a clear understanding of their financial goals and objectives. Unfortunately, we’ve witnessed too many advisors focus first on YOUR INVESTMENTS before ever considering how they weave into your overall financial circumstances. We believe this approach is quite dangerous, and oftentimes leads to changes to your portfolio that could have been avoided had the advisor better known your overall objectives first.