What to Look for in a Wealth Management Firm?

Our clients rely on our advice and entrust us with the assets because they: value a relationship with their financial advisor; appreciate the resources a large firm managing over $1 billion has to offer; expect the proactive and customized service that can only be experienced with a low client-to-advisor ratio; benefit from coordination of accountants and estate attorneys, ensuring all facets of a financial plan align; trust the independence of a 100% employee-owned firm; and enjoy the transparency of individual securities and direct access to the manager of their portfolio.